The cornerstone of my business? My clients. One thing I have learned in nearly 10 years as an advisor is that no two clients are alike and the same goes for their investment plans.
I work hard every day to get to know them and to earn their trust. I recognize trust develops over time, but I begin the process by asking a lot of questions to understand my clients and the financial goals and objectives. I carefully listen to their answers and we work together to develop a financial approach that meets their needs. Ill also touch base from time to time to see how things are progressing, discuss performance, and make changes as agreed.
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: | 7 |
Disclosures |
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BFE Client Relationship Summary
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Additional Detailed Disclosures |
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