Edward A. “Ted” Perry, Jr. graduated magna cum laude from Arizona State University in 1993 and began his financial career at The Vanguard Group in Phoenix, Arizona. In 1996, he paused his career in finance to attend law school, earning his law degree in 1999 from Northern Illinois University College of Law. He went on to become a founding partner of Fitzgerald and Perry, LLC, a comprehensive estate and financial planning practice.
In 2012, Ted founded Perry Wealth Counsel, P.C., where he continues to serve individuals, families, and business owners through an integrated and holistic approach to financial planning. His background as both an attorney and a Certified Financial Planner equips him with a well-rounded skill set to deliver comprehensive financial guidance. He advises clients on investment strategies, retirement planning, estate planning, and a wide range of wealth management needs, always serving as a fiduciary committed to acting in the best interests of his clients.
Edward A. "Ted" Perry Jr., J.D., CFP ™, AIF ™
PRESS RELEASE
A More Intentional Approach to Wealth
At Perry Wealth Counsel, we believe wealth planning should feel clear, thoughtful, and aligned with the life you’re building.
Our work begins with understanding—your goals, your values, and the bigger picture of what you want your wealth to support. From there, we develop strategies that are not only effective, but intentional—designed to evolve with you over time.
We’re here to simplify complexity, provide clarity, and help you move forward with confidence.
Our Philosophy
Clarity. Strategy. Stewardship.
We approach wealth planning with a long-term perspective, grounded in the belief that every financial decision should support a broader vision.
This means looking beyond individual transactions or short-term gains and focusing on how each element of your financial life works together.
Our role is to serve as a guide—helping you navigate decisions with confidence, while ensuring your strategy remains aligned as your life and goals evolve.
A Fiduciary Standard
At Perry Wealth Counsel, our work is grounded in a fiduciary standard—one of the highest levels of responsibility in financial advising. This means that every recommendation, every strategy, and every decision is made with one priority in mind: your best interests.
We believe true guidance requires more than expertise—it requires integrity, transparency, and a commitment to putting clients first at all times.
As fiduciaries, we are legally and ethically obligated to act solely on your behalf. Our advice is not influenced by commissions, incentives, or outside pressures. Instead, it is guided by a comprehensive understanding of your goals, your values, and the long-term future you are working toward.
This approach allows us to provide objective, thoughtful guidance—helping you navigate complex financial decisions with clarity and confidence.
What This Means For You
Who We Serve
We work with individuals, families, and business owners who value thoughtful planning, clear communication, and a long-term perspective. Whether you are building wealth, preparing for retirement, or planning your legacy, our approach is designed to support you at every stage.
How We Work
Our process is built around clarity and collaboration.
We begin by understanding your full financial picture—then develop a strategy that integrates key areas such as accumulation, retirement planning, estate planning, tax strategy, and risk management. From there, we provide ongoing guidance, adjusting your strategy as your life evolves and new opportunities arise.
Built on Trust.
Designed for What’s Next.
We believe wealth planning is not just about numbers—it’s about creating a life that feels secure, intentional, and aligned with what matters most.
Start the Conversation
Let’s create a strategy that reflects your goals, your values, and your future.
