Baker Tilly
Contact us
Ed Drake

Ed Drake

MSFP, CFP®, AEP

Executive Managing Director

+1 (713) 351 6016

Leave a messagearrowCreated with Sketch.

Ed Drake is an executive managing director with Baker Tilly Wealth Management, LLC, specializing in family office services. Ed has decades of experience in the financial and accounting industries, helping business owners, professionals and executive high-net-worth families address their complex generational needs. His experience includes family office management, risk management and strategic planning related to business, estate and asset allocation management.

Ed is focused on reshaping the outsourced family office experience to be a truly valued, integrated financial guidance and personal management experience for every generation.

  • Develops and leads the teams that tackle the complex personal and business needs of the families and family enterprises we serve
  • Offers integrated financial, estate, business and succession management services to entrepreneurial families who crave a better family financial guidance process using an agile, values-based approach
  • Provides entrepreneurs and their generations of family members with innovative solutions for their family development, governance, investment, tax, estate and enterprise management needs
  • FOX Family Office Exchange – Thought Leader Council
  • Houston Estate and Financial Forum (HEFF)
  • Allinial Global Wealth Management Community of Practice, former chair
  • University of Wisconsin Personal Finance Program, former advisory board member

Location

Houston, TX

Education

Master of Financial Planning

College for Financial Planning (Centennial, Colorado)

Bachelor of Business Administration in finance

University of Wisconsin–Madison

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is controlled by Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2022 Baker Tilly Wealth Management, LLC