Brian VanderLugt
Managing Director – Investments
The Hanson-Fisher Wealth Management Group
Wheaton, IL
Join A Winning Team Built by Advisors, for Advisors
And experience the Benjamin F. Edwards Difference:
- Freedom to address your clients’ needs on your terms without interference
- No call centers; able to reach home office staff directly by phone or email
- No requirement to sell bank products or cross-sell
- Privately held, more flexibility for advisors
See more of the Benjamin F. Edwards difference…
Or contact us in writing about the opportunities at Edwards.
Note: All communication will be kept strictly confidential!
Watch our Advisor Testimonials below to hear more personal stories from our advisors about the Benjamin F. Edwards Difference.
Start the conversation today with one of our transition experts!
Marty Altenberger
email Marty
(314) 480-1108
Charlie Schwartz
email Charlie
(314) 480-3628
Josh Hayes
email Josh
(314) 480-3224
Matt Waltrop
email Matt
(410) 236-4879
Truly, Different. Always Exceptional: Discover the Difference
- No account minimums
- No short- or long-term debt
- No changes to the compensation grid since opening in 2008
- Client-first priority; followed by employees, and owners
- 1:1 advisor-to-employee ratio
- Low advisor turnover
- No one-size-fits-all business model
- Entrepreneurial, fast-growing
- Golden Rule culture, family atmosphere
- State-of-the-art technology, including a robust mobility platform
- Fun is part of the firm’s mission statement
What our Financial Advisors say
Did you know we offer?
Personalized transition assistance
- Average transition time: 90 days
If you’re interested in joining a truly different kind of firm that puts the interests of advisors and their clients first, you’ve come to the right place.
Serving more than 300 advisors with over $42 billion in assets, Edwards has the institutional scale you expect to fully address all of your business needs and the ability to deliver the personal touch you deserve through concierge-level service.
Listen to our own Charlie Schwartz, senior vice president, and senior manager of Branch Development at Benjamin F. Edwards, as he discusses building our business and other topics with Tony Sirianni, CEO of industry trade publication Advisor Hub. Click on the podcast below.
A Discussion for Financial Advisors (advisorhub.com)
Two business models to choose from. One promise to you.
We support advisors in the business model of their choice whether it’s Benjamin F. Edwards, our full-service investment management firm; or Edwards Wealth Management, our Registered Investment Advisor (RIA) that serves independent advisors. Both offer you uncommon freedoms and choices.
Our Promise to You:
- Freedom to serve your clients the way you desire and expect
- Experienced, thoughtful and accessible home office colleagues who know your name and understand your business needs
- A highly attractive compensation structure recognizing the unmatched value you deliver to your clients and the firm
- High-quality investment products and services that deepen your clients’ trust and satisfaction and reinforce your brand
- Industry-leading fully integrated technology that also offers the delightfully unexpected benefit of keeping things simple and efficient for both advisors and clients
- Respect for the relationship you have developed with YOUR clients by building a firm that you’d never want to leave rather than expending efforts trying to convince you to stay
Or contact us in writing about the opportunities at Edwards.
Note: All communication will be kept strictly confidential!