“One of the most sincere forms of respect is actually listening to what another has to say.” – Bryant H. McGill, Author
Edwin K. Retter is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals in Melbourne, Florida, and nationwide. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to professionals, business owners and retirees. He leverages his expertise to help clients achieve their financial objectives, taking the time to understand their unique needs and goals.
Learn About Edwin Retter
Professional Background
Prior to establishing and growing his own firm from 2013 to 2025, Edwin was employed for 15 years at a regional broker-dealer in Melbourne. During this time, he was an integral part of a highly successful practice and specialized in client service, client advisory and portfolio management roles, as well as business management functions.Â
To better analyze market conditions and manage client portfolios, Edwin joined the CMT Association (formerly the Market Technicians Association) in 2011 and earned the CMT® or Chartered Market Technician™ designation in 2017. The CMT® program is a multi-year, self-study curriculum in the field of market technical analysis, and the designation is held by approximately 4,500 individuals worldwide.
Recognizing the importance of comprehensive financial planning in helping clients reach their goals, Edwin obtained his CFP® certification in 2021. As a CERTIFIED FINANCIAL PLANNER™ professional, Edwin works with clients in the areas of investment and tax planning, retirement and educational planning, estate and insurance planning, and financial management.
Personal Pursuits
Edwin holds two Bachelor of Science degrees in Aviation Management & Flight, with Honors, from the Florida Institute of Technology and is an FAA-certificated, multi-engine commercial pilot and aircraft dispatcher. Born in Frankfurt, Germany, and spending his formative years in the northeastern United States, Edwin resides in Melbourne with his wife, Traci. They are avid readers and enjoy traveling, especially to the Blue Ridge Mountains of North Carolina, as well as taking care of two rescue cats.
Community Impact
Edwin and Traci are passionate about giving back and believe deeply in the power of blessing others. Traci lived overseas for several years, where she dedicated herself to international community development and building meaningful partnerships that helped strengthen local communities. They support several charitable organizations, including their local church, Heifer International, student mission trips, and nonprofits dedicated to fighting hunger across Central Florida, North Carolina, and throughout the U.S.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.