Investment Management
We provide investment advice for a variety of account types including brokerage, IRA, 401(k), 529 College Plans, advisory services and more.
Financial Planning
Every client deserves a financial plan. We start with identifying your goals and then create a specialized plan to track your progress.
And Much More!
Every dollar deserves your attention and we're here to help. Our services include helping you plan for retirement, college, insurance, estate needs and much more.
Who We Are
It’s Our Honor To Serve You.
Mission Of Benjamin F. Edwards
To empower our financial advisors with the freedom to address their clients’ needs as they see fit in an atmosphere grounded in trust, integrity, and mutual respect. We are committed to client- first service, and support our financial advisors with the comprehensive resources they need to provide the informed and objective financial advice their clients deserve.
Our Approach
We accomplish our mission by aligning our employees towards the relentless pursuit of our client-first mission and vision every day. Our business model incorporates progressive technology and high-quality industry partnerships. It is a model built on a cultural foundation that is entrepreneurial, which enables us to adapt dynamically as our clients’ needs change and our industry evolves.
Core Values
We achieve our mission and execute our approach based on generations of knowledge, conviction, and success. Our character is shaped by our deeply held core values: The Golden Rule, Independence, Accessibility, Striving for Excellence, and Having Fun. These values are embraced by all and have guided the Edwards family’s approach to business for more than 130 years.
Discovery
Session
We want to hear about where you are now and where you wold like to go including all your needs, wants and wishes.
Solution
Session
We discuss the types of accounts and investments strategies that we would recommend if you were to join our team.
Planning &
Review
Now that you are a client, we continue our conversations on a periodic basis and use this pre-scheduled time to catch up and check your progress.