Edwin Retter CFP®, CMT®

Partner and Senior Wealth Advisor

Based in Melbourne, Eddie helps retirees, pre-retirees, widows, and widowers navigate retirement, investment management, taxes, and changing financial responsibilities with informed guidance.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Edwin Typically Helps

Retirees and pre-retirees, widows and widowers taking on new financial responsibilities, informed delegators seeking an experienced guide, charitably inclined retirees, investors seeking market analysis and customized investment management.

Serving Clients in

Orlando • Melbourne • Viera • Cocoa Beach • the Space Coast • Communities throughout Central Florida

Available nationwide through virtual meetings

Questions Edwin Helps Answer

How can I prepare for retirement?
How should investments fit within my broader plan?
What do my balance sheet and debt picture reveal?
How can I organize my finances after losing a spouse?
Which tax, charitable-giving, and options strategies should I consider?

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.

Eddie joined Mission Wealth in September 2025 when Retter Capital Management, the boutique advisory firm he founded, became part of Mission Wealth. The transition preserved his personalized, client-centered approach while expanding access to Mission Wealth’s technology, planning solutions, and broader resources.

One of the most sincere forms of respect is actually listening to what another has to say. – Bryant H. McGill, Author

—Edwin Retter, Partner and Senior Wealth Advisor

Edwin’s Frequently Asked Questions

What should I expect when I begin working with Edwin as my financial advisor?

Clients can expect discovery conversations that often move beyond the issue that first led them to seek help and uncover what may be most critical to their future. Eddie refers to this as triage planning. He emphasizes attentive listening, regular communication, and serving as an experienced guide through a changing financial landscape.

Will I work directly with Edwin, and who else may support my financial plan?

Edwin will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Edwin will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Edwin if I live outside Melbourne or my situation is not listed above?

Yes. Edwin meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

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.

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.