Financial Advisors -

You Have Finally Found What You're Missing! 

OPERATE YOUR AUM BOOK LIKE A TRUE WALL STREET INSIDER

 

JOE & CANDICE CASEY 

BRING YOU "ADVISOR'S EDGE"

With over 30 years of business expertise and more than 15 years in financial services, Joe and Candice Casey are committed to empowering investors, traders, and advisors to succeed in today’s ever-changing market.

As your trusted partners and mentors, Joe and Candice provide insights that truly set you apart. Advisors nationwide rely on Joe’s weekly market analysis to stay ahead of shifting tides. With your success at heart, every piece of information you receive is designed to elevate your business and benefit your clients.

Joe’s track record speaks for itself. After 15 years as a practicing advisor, earning certification from MIT, and selling his wealth management practice in 2020, Joe has demonstrated an uncanny ability to anticipate market trends. From selling his communications company just before the dot-com crash to pivoting from homebuilding before the 2008 subprime meltdown, Joe and Candice have consistently navigated markets with precision and foresight.

They don’t just teach theory—they live it. The results of their experience and expertise are undeniable. With Advisor's Edge, you’re not just investing in a resource—you’re investing in a proven system that transforms your business.

This is the decision that will take your business to the next level. Let Joe and Candice show you what’s possible.



SEE OUR SERVICES

Click Here for More Details

Financial Advisors -

You Have Finally Found What You're Missing! 

OPERATE YOUR AUM BOOK LIKE A TRUE WALL STREET INSIDER

 

JOE & CANDICE CASEY 

BRING YOU "ADVISOR'S EDGE"

With over 30 years of business expertise and more than 15 years in financial services, Joe and Candice Casey are committed to empowering investors, traders, and advisors to succeed in today’s ever-changing market.

As your trusted partners and mentors, Joe and Candice provide insights that truly set you apart. Advisors nationwide rely on Joe’s weekly market analysis to stay ahead of shifting tides. With your success at heart, every piece of information you receive is designed to elevate your business and benefit your clients.

Joe’s track record speaks for itself. After 15 years as a practicing advisor, earning certification from MIT, and selling his wealth management practice in 2020, Joe has demonstrated an uncanny ability to anticipate market trends. From selling his communications company just before the dot-com crash to pivoting from homebuilding before the 2008 subprime meltdown, Joe and Candice have consistently navigated markets with precision and foresight.

They don’t just teach theory—they live it. The results of their experience and expertise are undeniable. With Advisor's Edge, you’re not just investing in a resource—you’re investing in a proven system that transforms your business.

This is the decision that will take your business to the next level. Let Joe and Candice show you what’s possible.

 

SEE OUR SERVICES

PERSONALISED APPROACH

Committed to excellence, we deliver top-notch services that address both short-term and long-term investing and building a quality AUM book

30+ YEARS OF EXPERIENCE

Building 9 businesses—15 of those as a practicing financial advisor—Joe brings unparalleled expertise across financial markets and sectors.

EXPERT SUPPORT

From initial consultation to finish and beyond, Joe and his team are dedicated to your success every step of the way supporting your business.

HELPING FINANCIAL ADVISORS BUILD BETTER AUM BOOKS

Our comprehensive approach combines expert strategies, personalized guidance, and proven methodologies to transform your investing and trading into reality. Watch this short video to learn more about how we can support your journey to success.

 

ABOUT JOE & CANDICE

Joe and Candice Casey are a dynamic entrepreneurial duo with a shared passion for empowering others to achieve their fullest potential. Over the past three decades, they have built and sold eight businesses, including a thriving financial practice in 2020. Together, they now focus on coaching financial advisors, business owners, and professionals in fields like medicine, law, and accounting, helping them navigate the complexities of their industries with confidence.

Candice’s dedication, strategic insight, and hands-on support have been instrumental in their business ventures and coaching programs. Working side by side, Joe and Candice bring a unique blend of expertise in investing, personal development, and business growth. Their holistic approach equips clients with the tools to thrive professionally and personally, making a lasting impact in their lives.

Whether mentoring individuals or guiding businesses, Joe and Candice are committed to fostering success and inspiring others to achieve extraordinary outcomes.

o industry-leading standards.

15+

years of experience in Financial Services

30+

years as an Entrepreneur & 9 Businesses

0000+

thousands of happy Customers

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WE OFFER 3 SIMPLE STEPS TO JOIN

ADVISOR'S EDGE

Working with us is easy and comfortable. You must qualify to join our trading program. We are here to simplify that process.

STEP 1 - Personal Call with Joe/Team

Schedule a one-on-one call with Joe and his team to discuss your trading & investing needs and goals

STEP 2 - Assessment & Customized Journey

You must be approved to join Advisor's Edge. We will explore Advisor's Edge to identify the right fit for your individual trading journey.

STEP 3 - Enroll In Advisors Edge

Once Approved, you pay and Implement the customized plan of action designed specifically to accelerate your trading to profitable levels.

CLICK TO VISIT OUR ADVISOR'S EDGE SERVICES

OUR SERVICES

SCHEDULE A FREE 15-MINUTE

CALL/ZOOM WITH JOE & TEAM

If you want to discuss the 6-Figure Trader with our office, please complete this form to access the CALENDAR.  

CALENDAR ACCESS

Hear From Other Financial Advisors...

Jon M.

Financial Advisor

If you are a financial advisor, You cannot afford to NOT take this training. What you can learn and apply in your business and personal life is truly game-changing. As a financial professional, you need to make the time and take this training! It is so worth it!

 

 

Conner C.

Financial Advisor

This training has given me a lot of confidence in response to clients. Knowing the technicians and the fundamentals has allowed me to answer very specific questions, especially for high-net-worth clients. That higher level of confidence has translated to trust which has allowed me to broaden my client base. This training has had a huge impact on me personally and on the growth of my business

Phil C.

Financial Advisor

As a financial advisor, I recommend this training to better serve your clients. Plus, adding another stream of income from the industry you are already working in.

 

 

 

John I.

Financial Advisor

Each week I'm joining the Mastermind call or watching Joe's weekly outlook video - that's where I'm gaining the market insights that I'm sharing in my conversations with clients. 

Mike A.

Financial Advisor

Learning the language of the market was a big help for me to stand out in the DC area. This has allowed me to attract higher net-worth clients.

Carlos C.

Financial Advisor

I finally found a real program that teaches real investment strategies. I am blown away with the amount of training and coaching I have received. 

Steve M.

Financial Advisor

The knowledge I have gained through Joe's training has made me more confident than ever in the job that I'm doing for my clients. AUM Navigator is a great tool every advisor should use.

 

 

 

 

Mike B.

Financial Advisor

As a Financial Advisor, I took the Six Figure Trader class hoping to learn trading for my personal benefit. The information and insights I gained from the class are well worth the investment. However, the unexpected bonus I found from this class was that the concepts and methodologies I have learned translate over to the conversations I have with my existing clients and new prospects. I strongly believe that I now have a competitive advantage over other Advisors in my area.

Lyall F.

Financial Adviser

I have been a broker for over 17 years and I learned more about the stock market in the first few weeks of this training than in all of those years.

 

 

 

 

 

DOWNLOAD YOUR FREE E-BOOK!

Discover the "Portfolio Insurance Manual" – Our Free Gift to You!

Unlock exclusive access to this simple yet powerful e-book, designed to teach you a straightforward Options strategy for protecting your portfolio—or your clients'—from a crashing market. Whether you're an investor or a financial advisor, this easy-to-understand guide will equip you with a valuable tool to hedge against market downturns.

It’s our way of saying thank you, and trust us—if you find this helpful, it’s only the beginning of what we have to offer! Download it today and take the first step toward smarter portfolio protection.

Past performance is not indicative of future results, restriction and limitation may apply. Download manual and see disclaimer and complete details

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