Benjamin F. Edwards
Helping you flourish, today, tomorrow and beyond.
Principled wealth management for individuals & families with a client-first approach.
About
Founded by an advisor, Benjamin F. Edwards provides a client-first relationship that thrives well into the future.
The firm offers principled wealth management for individuals and families through a combination of tax-efficient, equity and fixed income strategies, executive and business owner services, alternative investments, banking, retirement planning, estate planning, and insurance solutions. With over 340 advisors, 100 locations, and $50B+ in assets under management, the firm is committed to touching lives, building futures, and fostering strong relationships with advisors who practice core values of trust, integrity, and mutual respect.
Services
Financial Planning
Combines tax-efficient, equity and fixed income strategies to help clients reach future goals.
Wealth Planning
Offers executive and business owner services, alternative investments, and banking solutions to grow wealth for the future.
High-Net-Worth Services
Addresses the unique needs of HNW individuals and families with specialized wealth management strategies.
Retirement Planning
Utilizes equity and IRA strategies, along with estate planning, to ensure a comfortable and lasting retirement.
Estate Planning
Helps clients make informed choices about assets using trust planning, annuities, and other approaches to safeguard their legacy.
Insurance
Provides life insurance, long-term care, disability support, and business planning to backstop every need.
