I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!
Edwin Retter CFP®, CMT®
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
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?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
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’s Frequently Asked Questions
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.
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.
Request an introduction to Edwin Retter.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Edwin Retter and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor