Let's discuss your financial future.

Benjamin F. Edwards

Germantown, TN Financial Advisor Branch Office

3070 Forest Hill Irene Rd Suite 103

Germantown, TN 38138

Phone: 901-236-0910

Toll Free: 833-410-4433

Evans, Templeton, Vaughn Wealth Management Group


One important mission drives our team at the Evans, Templeton, Vaughn Wealth Management Group of Benjamin F. Edwards — “Simplifying & Organizing Financial Lives”. Our team works with individuals, families, and business owners to build, manage, protect and transition wealth. To accomplish this, we have developed and refined a process that will help you put your financial puzzle together. Our process begins with listening to you describe your needs so that we can get a better understanding of what you want to accomplish. We then take an inventory of your current financial situation covering four critical areas:
    • Investments: asset allocation and portfolio construction
    • Risk Management: insurance and asset protection
    • Liability Management: debt management and income needs
    • Estate Planning Strategies: beneficiary planning and family dynamics
Once these areas are reviewed, our team will design a simplified and organized plan to address your specific needs. Our process is dynamic and adapts as your life unfolds and your needs evolve. A central part of our process is ongoing communication with you through periodic financial strategy updates and reviews. Our process driven approach is designed to help you create clarity and confidence in your future. We are very proud of the team we’ve assembled comprised of three experienced financial advisors and two registered client associates. We all share passion, commitment, and dedication to putting our clients first and treating others the way we want to be treated. Adhering to these basic principles results in relationships built on mutual respect and trust, enabling us to focus on what really matters—you, our client, and your financial well-being. Our team is confident that we can provide the knowledge and solutions for you to achieve success. We invite you to contact us today for a professional consultation.

Germantown Branch Financial Planning Services:

Our Germantown branch can serve you with a variety of financial planning needs, with a special focus on the following areas:

  • Asset Allocation
  • Portfolio Construction
  • Education Planning Strategies
  • Financial Planning
  • Retirement & Social Security Planning Strategies
  • Business Owner Services
  • Trust & Estate Planning Strategies
  • Insurance Solutions

Benjamin F. Edwards & Co. is not engaged in rendering legal, accounting or tax preparation services. Specific questions on taxes or legal matters as they relate to your individual situation should be directed to your tax or legal professional.

Meet the Germantown, TN Financial Advisory Team

Bruce Evans, CFP®

Managing Director

Phone: 901-236-0910

View Bruce's Bio

John Templeton

Managing Director

Phone: 901-236-0910

View John's Bio

Zack Vaughn, CFP®

Managing Director

Phone: 901-236-0910

View Zack's Bio
Lee Reed

Lee Reed

Senior Registered Financial Client Associate

View Lee's Bio
Page Nored

Page Nored

Senior Registered Financial Client Associate

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Trust. Integrity. Mutual Respect

These are the principles that guide us at our Germantown branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.

Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first and helping them reach their financial goals.