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.
I was raised on strong ideals that have guided my 40-year career in the wealth management industry. With my background as a financial advisor, branch manager and corporate executive, I have seen firsthand how these principles help foster a special bond between clients and financial advisors.
They are reflected within the mission of Benjamin F. Edwards, the privately-held company I named for my father, whose passion for client service and having fun have set the tone for our corporate culture.
CHAIRMAN, CEO, AND PRESIDENT
A Home Away From Home
Benjamin F. Edwards is a full-service broker dealer and RIA with a legacy spanning over 130 years and five generations of the Edwards Family. We are privately held and independent. We hold no debt and our ownership consists of employees, family and friends of the firm.
Our client-first mission is grounded in the Golden Rule. We believe in giving our financial advisors the independence to serve their clients the way they see fit, and the accessibility to build treasured relationships. We strive to exceed our clients’ expectations all while having fun.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth-management firm committed to putting clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management. Our goal is to provide the right structure and a home for every advisor and every client. Serving over 300 advisors, Edwards has the institutional scale to address their business needs and the ability to deliver the personal touch advisors deserve through concierge-level service.
When you join Benjamin F. Edwards, you are in good hands. Our experienced Home Office relies on an innovative client-centric business model to deliver personalized transition support, robust product and service solutions and advanced recruiting tools.
Our approach preserves the best parts of working for an established firm—high-touch back-office service and support, solid technology, risk management and a collaborative family environment. You can choose the affiliation model that makes sense for your business. Welcome to a place of boundless opportunity.
Our Culture + Values
To empower our financial advisors with the freedom to provide personalized investment advice in an atmosphere grounded in trust, integrity and mutual respect. We are committed to supporting our financial advisors through advanced, comprehensive resources as they offer clients informed and objective advice.
Our core values are deeply rooted in generations of knowledge that have guided the Edwards family’s approach to business for over 130 years and 5 generations:
- THE GOLDEN RULE – We treat others the way we want to be treated.
- INDEPENDENCE – We are committed to protecting the company we own, the culture it fosters and the autonomy it provides.
- ACCESSIBILITY – Our leadership team is approachable, available and encourages feedback from clients, employees and advisors.
- STRIVING FOR EXCELLENCE – We find joy in our work as we strive to deliver superior results for our clients, employees and shareholders every single day.
- HAVING FUN – We believe in wholeheartedly celebrating our successes and having fun along every step of the way.