Edward John Aho CDFA®




316 Morris Ave
Suite 170
Muskegon MI 49440
Get directions
231-725-6411

Edward John Aho, CRPC®, AAMS®, CDFA®
Financial Advisor

Edward is a Financial Advisor in Global Wealth Management. For individuals, he specializes in the financial issues of divorce, as well as retirement income solutions and wealth transfer strategies for those who are either retired or within 10 years of retirement. For businesses, he specializes in helping owners and self-employed professionals with retirement plans and succession planning.

Ed has been in the financial services industry since 2004 when he started work as a Financial Advisor at Edward Jones in Spring Lake, MI. Later, he also assumed the role of Field Trainer where he helped to train new Financial Advisors. He joined Merrill Lynch in 2009.

Working with a financial advisor with the CDFA® designation during a divorce can help investors gain a better understanding of the financial implications of the divorce process. After the divorce is final, it is important for financial plans to be re-evaluated. Ed helps to develop a personalized strategy for clients to meet their current and future needs, goals, and dreams.

Clients are advised on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, risk management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime retirement income stream.

Ed works closely with his clients’ other trusted advisors including attorneys and accountants to address his clients’ tax, trust, family law, philanthropic and estate issues – including wealth transfer strategies – to truly be an “essential partner”.

Ed holds the designations of Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), and Certified Divorce Financial Analyst (CDFA®). He lives in Spring Lake, MI with his wife, Michelle and son, Brandon.

Constance Malburg, Ed’s assistant is a Senior Registered Client Associate who has been in the financial services industry since 1979. She has been with Merrill Lynch since 2000. Connie shares Ed’s commitment to excellent client service and is an extremely valuable resource for client’s administrative needs. She lives in the White Lake area.