Let's discuss your financial future.
Benjamin F. Edwards
Highlands, NC
Financial Advisor Branch Office
479 South Street Suite 2
Highlands, NC 28741
Phone: 828-526-3535
Toll Free: 855-526-3535
Our Approach to Wealth Management
Trust, Integrity, and Mutual Respect guide each of us at the Highlands, NC location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Highlands office is comprised of talented financial professionals with years of wealth management experience.
The Benjamin F. Edwards team of financial advisors is proud to serve Highlands, NC and surrounding communities. Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.
Highlands Branch Financial Planning Services:
Our Highlands 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 Highlands, NC Financial Advisory Team
Justin A. Souma, AAMS®, CFP®
Senior Vice President – Investments
Phone: 828-526-3535
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Highlands 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.