Let us help you plan for life’s pleasures and uncertainties.

Benjamin F. Edwards

Springfield, MO Financial Advisor Branch Office

1411 E Primrose St Ste A

Springfield, MO 65804

Phone: 417-823-3922

Toll Free: 877-726-1677

Our Approach to Wealth Management

Trust, Integrity, and Mutual Respect guide each of us at the Springfield, MO location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Springfield 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 Springfield, MO and surrounding communities, including Greene County, Christian County, Stone County, , and more. Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.

Springfield Branch Financial Planning Services:

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

  • Asset Allocation
  • Financial Planning
  • Education Planning Strategies
  • Estate Planning Strategies
  • IRAs
  • Life Insurance
  • Portfolio Construction
  • Social Security Strategies
  • Wealth Transition Strategies
  • Charitable Planning Strategies
  • Retirement Planning Services
  • Business Owner Services

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 Springfield, MO Financial Advisory Team

Tim Reese

Tim Reese

Branch Manager, Managing Director – Investments

Phone: 417-823-3922

View Tim's Bio
Joe Atkisson

Joe Atkisson, CFP®

Financial Advisor

Phone: 417-823-3922

View Joe's Bio
Mindy Cordier - Benjamin F. Edwards

Mindy Cordier

Senior Financial Client Associate

View Mindy's Bio
Bailey Miner - Financial Associate in Springfield, MO for Benjamin F. Edwards

Bailey Miner

Financial Client Associate

View Bailey's Bio

Trust. Integrity. Mutual Respect

These are the principles that guide us at our Springfield 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 Springfield, MO Branch

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Benjamin F. Edwards

1411 E Primrose St Ste A
Springfield, MO 65804

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