Shalom Moldavski, Financial Planner/Wealth Management Advisor at Edify FCG

Shalom Moldavski, Financial Planner/Wealth Management Advisor at Edify FCG Shalom Moldavski is a founding member of the Edify Financial Consulting Group and has over 18 years He lives in Boca Raton with his wife and two young children.

Shalom Moldavski is a founding member of the Edify Financial Consulting Group and has over 18 years of experience in the financial world. Shalom’s financial foundation began in the banking industry where he recognized early on the importance of developing strong professional relationships with his clients. He takes great care in listening to the needs, wants and goals of each client and values mai

ntaining an open and honest line of communication. With a focus on tax-efficient strategies, Shalom is utilizing some of the most advanced and dynamic financial tools available to help provide his clients with successful, personalized solutions. Shalom proudly serves as a board member with The Boca Parliament, a not-for-profit organization. Additionally, he is an active member of the Coral Springs and Deerfield Beach Chambers of Commerce. His many hobbies include world history, philosophy, beach volleyball, tennis and cooking. Licensing: https://www.edifyfcg.com/licenses

06/09/2026

Inside a three-day gathering where a group of heirs collectively worth $7 billion learn the secrets to staying rich.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

06/08/2026

Financial literacy is the ability to understand and make use of a variety of financial skills. Those with higher levels of financial literacy are more likely to spend less income, create an emergency fund, and open a retirement account than those with lower levels. Some of the basics of financial li...

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

06/07/2026

A typical American couple needs about $1.16 million saved to retire comfortably—less per person than what a single retiree needs. The average retired couple spends about $84,000 a year, with Social Security covering less than $38,000 of that amount.

06/06/2026

Costs for Medigap coverage to supplement Medicare are rising rapidly. Here's what to know to prepare.

06/05/2026

Most Americans could switch banks—but like changing phone plans or going to the DMV, it often feels like more trouble than it’s worth.

06/04/2026

The math world is losing its mind over the new solution to an Erdős problem. This is what AI found, how we missed it—and why it matters.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

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33334

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