Resources that keep you moving forward
Tap into a concierge service infrastructure where our home office becomes an extension of your team equipping you with turnkey support so you can grow, create scale, and deliver superior client service.
Business Services
From helping you access and master the latest technology to providing concierge-level support for every request, our team delivers premium, white-glove service, so you can provide an unmatched client experience.
You get
Operational support for fee billing and account opening
On-demand concierge service
Tech training and integration
Compliance assistance
Best-in-class technology infrastructure
Vetting and rollout of emerging technology
Investment Services
Access a curated suite of investment products, third-party managers, proprietary models, research, and financial planning support from our team of experts to meet a diverse range of client needs.
You get
IRAs, annuities and other traditional investment vehicles
Tech training and integration
Business owner services
Trust and estate planning
MoneyGuide Pro and Orion
Morningstar research
Pre-selected advisory portfolios
Updates on tax laws
Trading research and execution
Marketing
Take advantage of Edwards’ national brand recognition and our ever-expanding library of marketing templates, social content, and client-ready materials to position yourself as a thought leader, attract new clients, and strengthen relationships.
You get
Branded templates for prospecting and nurturing
Online business profile setup and management
In-house video production team
Marketing freedom without mandates
Investment content to share with clients
Human Resources
Get the payroll, benefits, and talent management support you need on day one from real people ready to guide your enrollment and keep your team’s wellness front and center.
You get
Talent recruitment and acquisition
A wellness focus in addition to health insurance
Team benefits handled for you
Direct lines of communication (no call centers)
Transition Services
Partner with an experienced team of transition specialists that will work with you every step of the way to simplify and manage the process to ensure a smooth transition and maximum AUM retention.
You get
Customized transition roadmap
Dedicated communication specialist to prepare letters and emails announcing your move
Fully functional office space on day one
In-depth platform training
Compliance & Supervision
Stay up to date on the latest compliance and regulatory changes to protect your personal and professional interests with ongoing supervision from our internal team of legal experts.
You get
Compliance oversight for SEC, FINRA, and state regulators
Craft a succession strategy without losing control.
How Benjamin F. Edwards developed next-generation advisor talent to transform Marcy Pinnell’s practice into a family business.
Once again, I believe that my home office and management team are putting the needs of the client first and providing the environment for a happy financial advisor to operate in.
Shane Sumlin
Financial Advisor, Vice President – Investments
Shreveport, La.
Everyone here seems to be pushing in the same direction. Legitimate teamwork that goes beyond the scope of your office team.
Jeff Fernandez CFP®
Financial Advisor
Chesterton, IN
After my son was born, we had a rough four weeks. Tad (Edwards) called us three to four times to check up on us. My wife has no connection to Benjamin F. Edwards, but after hearing that, she said our move was the best professional decision we ever made.
Matt Buller RMA®
Financial Advisor
Champaign, Ill.
I have a contact in each Home Office department. That’s huge. They know you, and you know them. Things get done. They make sure of it. They genuinely care and follow up with you to make sure your needs are fully met.
Brian Wiklund CFP®
Senior Vice President – Investments
Leawood, KS
Hi, I’m Sandy
Have questions about what we offer? Let’s talk. You can reach me at 314.326.4481 and sandy.maloney@benjaminfedwards.com.