- For Clients
- For Advisors
- About
- Library
- Login
- Contact
-
Let us help you work toward growing and maintaining your wealth.
Financial Advisor Branch Office
Location
Madison, WI 53711
Meet the Team
Senior Vice President – Investments and Branch Manager
Benjamin F. Edwards – Madison, WI
Managing Director – Investments
Benjamin F. Edwards – Madison, WI, Hanson-Fisher Wealth Management
Financial Advisor
Benjamin F. Edwards – Madison, WI
Financial Advisor
Benjamin F. Edwards – Madison, WI
Operations Manager
Benjamin F. Edwards – Madison, WI
Financial Client Associate
Benjamin F. Edwards – Madison, WI
Our Approach
Trust, Integrity, and Mutual Respect guide each of us at the Madison, WI location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Madison 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 Madison, WI and surrounding communities.
Including:
Fitchburg
Waukesha
Middleton
Milwaukee
Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.
Our Services
Our Madison branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Advisory Services
- Affluent Investor Services
- Alternative Investments
- Asset Allocation
- Business Owner Services
- Cash Management
- Charitable Planning Strategies
- Concentrated Equity Strategies
- Education Planning Strategies
- Equity Investments
- Estate Planning Strategies
- Executive Services
- Financial Planning
- IRAs
- Life Insurance
- Non-Purpose Loans
- Portfolio Construction
- Retirement Planning Services
- Social Security Strategies
- Trust Services
- Wealth Transition Strategies
Trust. Integrity. Mutual Respect.
These are the principles that guide us at our Madison, WI 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.
Contact the Madison Branch
Find us in Madison
Latest Insights
-
Saving for your retirement is one of the most powerful steps you can take toward long-term financial security.…
-
U.S. equities endured a volatile trading week as geopolitical tensions, weak economic data and inflation fears weighed on…
-
After last week’s poor jobs report, investors will get a look at the second part of the Federal…
