Service-based platform supporting your independence
Upgrade to a partner that delivers the comfort and high-touch service of a bespoke firm with bundled tools and capabilities to support your long-term goals.
Core Services
Business
Operations Support
Operational support resources for client fee billing, account opening, and account maintenance—plus optional broker-dealer access to accommodate clients that may require insurance, annuity, or other investments.
Investment Services
Utilize a robust roster of third-party asset managers, proprietary mutual funds, model portfolios, and investment training collateral to educate your clients and meet their needs.
Marketing &
Training Collateral
Grow your business by leveraging the nationally recognized Edwards brand, our expanding library of marketing collateral, and pre-approved social media content to position yourself as a thought leader.
Compliance &
Risk Management
Benefit from Edwards’ errors and omissions insurance and protect your practice with a suite of regulatory tools, ongoing compliance supervision, usage of our ADVs, policies, procedures, and client agreements to stay ahead of the ever-changing regulatory and cybersecurity landscape.
Tools & Technology
Support
Optimize your business with our ever-expanding tech stack with customized integrations for MoneyGuide Pro, Orion, and Salesforce. Our internal help-desk of wealth tech experts will provide initial training and setup so you can hit the ground running.
Premium Services
Level up your affiliation and receive additional layers of concierge service and premier support from our home office.
Customized Client Solutions
Collaborate with our investment team to provide customized investment solutions, advice, and research to clients with complex needs, including tax planning strategies, estate planning strategies, high-net-worth services, trust services, and alternative investments.
Personalized Marketing
Go beyond our standard marketing materials and work with our internal team to develop personalized strategies, including lead generation campaigns, social media content creation, and enhanced website features.
Trading Services
If you’ve created your own proprietary models or built custom portfolios for clients, our investment team can help you streamline trading and rebalancing so you can focus on key areas of your business.
Client Events
Elevate your client events and training workshops for prospective clients by tapping our experts in key disciplines to join your event and position your practice as a go-to resource for all things wealth management.
This is a complicated business. We’ve directly benefited from the services provided to get our business started as well as the ongoing business operations and risk management. The partnership with EWM has helped us get further, faster than we’d be able to accomplish on our own.
Connor P. Dunlop CFP®, AAMS®
Principal
Dunlop Investment Group | St Louis, MO
Because of the shifting industry and client demands, the concierge service model at Edwards is especially beneficial. The team is there to provide the scale needed to help our clients.
Taylor Spalding
Wealth Associate
Elkhorn Private Wealth | Lexington, KY
Our partnership with Edwards provides us access to critical infrastructure and service that helps us operate with excellence. We have the freedom to meet our clients’ needs while maintaining full ownership of our practice.
Derek Lunka CFP®
Principal | Investments Lead
Lakenorth Investment Group | Six Mile, SC
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.