A legacy you can believe in

Tad Edwards
Chairman, CEO and President

I believe a large part of our strategy is staying close to our clients to the degree that we can even ‘finish their sentences,’ and also developing deep relationships with our clients’ families and next generation.

Plan Your Future

Along the winding road of life’s path, professional and personal milestones present financial challenges and opportunities. Our financial advisors have the tools, expertise and perspective to help you prepare.

Work With Us

Imagine working for a firm with a culture of entrepreneurship that empowers you to define your own professional destiny. Find out about our broker/dealer and RIA subsidiaries and learn how we can help you create a legacy.

Nice To See You Again

We strive to provide personalized advice and superior results for all of our clients. Thank you for trusting us with your investments.

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.

Industry Leading Insights

Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer. Economic reports on the producer price index (PPI), retail sales, and small business optimism will be released prior to the Fed’s announcement mid-week.

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Why Edwards?

A Tailored Approach

By working with an Edwards advisor, clients get access to our wealth of tools and experience and a strategic investment plan customized to your goals. We offer advisory services, annuities, business owner services, cash management, IRAs, mutual funds and more.

CLIENT SOLUTIONS

A Different Kind of Firm

It’s rewarding to be part of a firm where the interests of advisors and their clients truly come first. Choose the affiliation model that makes sense for your business–either way, advisors can rely on extensive support from an innovative home office team.

ADVISOR OPPORTUNITIES

A Values-Driven Culture

We empower advisors and prioritize clients in an environment grounded in trust, integrity and mutual respect. Our culture is built around 5 core values: The Golden Rule, independence, accessibility, excellence and–last but not least–having fun.

OUR CULTURE & VALUES

A Storied Legacy

Benjamin F. Edwards was established in 2008, but the Edwards family has roots in the financial industry that reach back 130 years and five generations.

OUR HISTORY

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Take A Closer Look

Benjamin F. Edwards is a private, entrepreneurial firm that gives advisors unmatched freedom and independence to help clients reach their goals. Our unique model combines the benefits of an established firm with a collaborative family environment, creating a strong sense of ownership, personalized solutions and mutual success.