Benjamin F. Edwards
Omada Wealth Advisors Financial Advisor Branch Office
99 Monroe Ave NW Ste 975
Grand Rapids, MI 49503
Phone: 616-974-3000
Toll Free: 844-974-3001
“Why Omada?”
Our desire to team up was inspired by the understanding that there is strength in numbers- strength in diversity of thought, opinion, and experiences, while being rooted in a consistent approach. This enhances our scope of advice, elevates our opportunity to collaborate, and results in better support for our clients. “Omada,” the Greek word for “team,” accurately embodies our strength in numbers. It also highlights our desire to work alongside our clients to pursue their financial goals.
The Omada Approach
By working with Omada Wealth Advisors, we can assure that your family’s financial legacy will be planned and maintained as circumstances change. Our approach includes:
Identifying clear financial goals and then taking tangible steps to work towards those goals
Using a holistic method that comprises the entire financial picture, not limiting attention just to investments
Coordinating with our clients’ other professional advisors (i.e., CPA, attorney)
Providing regular client reviews where progress is assessed and adjustments are made, if necessary
Basing recommendations on what is rooted in a sound investment philosophy
As a four-person team, our three advisors draw upon a collective 85 years of financial advice experience, while our Financial Client Associates have over 20 years of experience.
VIDEO INSIGHTS
Riverfront Manager Call - 3/16/2023
Confluence Manager - 6/30/2023
Our Approach to Wealth Management
Trust, Integrity, and Mutual Respect guide each of us at the Grand Rapids, MI location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Grand Rapids 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 Grand Rapids, MI 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.
Grand Rapids Branch Financial Planning Services:
Our Grand Rapids 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 Grand Rapids, MI Financial Advisory Team
Todd Brandstadt, CFP®, CIMA®
Regional Director, Managing Director – Investments, Branch Manager, Grand Rapids, MI
Phone: 844-974-3001
View Todd's Bio
Deborah J. Tallman, CFP®
Financial Advisor, Managing Director – Investments
Phone: 616-591-5088
View Debbie's Bio
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Grand Rapids 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.
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Mail or Visit Us
Benjamin F. Edwards
99 Monroe Ave NW Ste 975
Grand Rapids, MI 49503