Edward A. Ramsey MBA, CFP®, CPA, AIF® Principal

CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant (CPA). Ed is a principal of Quantis Wealth Management, an independent personal wealth management firm with offices in McLean, Virginia, and Greenbelt, Maryland. Ed has more than 28 years of experience in the financial services industry and specializes in the areas of wealth management, comprehensive financial planning, and tax minimization strategic planning.

Ed began his financial industry career in 1991 as a financial advisor with the regional brokerage firm of Ferris Baker Watts in Washington, DC. In 1994, he joined Commonwealth Financial Network® as an Investment Adviser Representative. Ed’s clients range from middle-income families to high-net-worth individuals, including many physicians and dentists.

Ed holds a BA in Accounting and an MBA from the University of Pittsburgh. In addition to holding the CFP® and CPA certifications, he holds life, health, and annuity insurance licenses as a representative of CES Insurance Agency, a full- service insurance arm of Commonwealth.

A teacher at heart, Ed takes time to understand the financial and tax issues presented to him and educates his clients on his recommendations and alternative solutions. He enjoys teaching tax and financial planning topics and has held workshops and educational seminars for medical/dental professional groups and the general public.

Ed is married with two daughters and lives with his wife Lori in Great Falls, Virginia. He enjoys playing guitar, wine tasting, cooking, traveling, and spending time with his family.

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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.