When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. Whether planning for retirement, investing for growth or managing your wealth, you can trust my personalized service on your financial journey.
As a member of Benjamin F. Edwards, I take the time to get to know clients and their circumstances. This will drive their financial goals and help form the framework of their financial plan. As we work together, I'll ask a lot of questions and carefully listen to your responses. From there, we'll work to put a written plan together and meet periodically to evaluate your progress. We'll also use annual meetings to update your investment needs and make strategy changes if necessary.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client.
TRUST. INTEGRITY. MUTUAL RESPECT.
These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.
General Information |
| Firm Start Year: | 2008 | |
| Name of Broker/Dealer: | Benjamin F. Edwards |
| Name of Custodial Firm: | Pershing |
| Number of Years with Current Firm: | 13 |
Disclosures |
|
BFE Client Relationship Summary
|
|
Additional Detailed Disclosures |
 |
 |
 |
 |