What We Do
Helping you flourish, today, tomorrow and beyond.

What We Stand For
Doing what’s right, for generations.

Find a Location
Start a relationship that could span generations.
Advisor Opportunities
Join a firm where you fit, and flourish, with two ways of becoming affiliated that suit your unique goals.

Explore Opportunities

Employee Advisor

Independent Affiliate
History
Over a century of history beginning under Abraham Lincoln.

Careers
A rewarding, and award-winning, place to work and feel valued.

People
An experienced and decorated team with a passion for client service.

Locations
A network of over 100 locations that spans the entire country.
All Insights

Featured Topics

Market Commentary

Investment Strategy

Updates from Tad

Solutions
A wealth of information and resources to help you meet your goals.

Cash Management

Products & Services

Edwards in the News
Edwards in the news, press releases, and announcements
For Clients

Orion Login
Access your Edwards account performance information.

NetXInvestor Login
Manage your investments online.

For Shareholders

Shareholder Portal Login
With a legacy spanning 130+ years and six generations of the Edwards family, we remain a privately held firm with no debt, owned by employees, family, and friends.
Contact

For Clients
For Advisors
- Advisor Opportunities
- - Employee Advisor
  - Independent Affiliate
About
- History
- Careers
- People
- Locations
Library
Login
- For Clients
  - Orion Login
  - NetXInvestor Login
- For Shareholders
  - Shareholder Portal Login
Contact
Search for:

Library

of

With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jun 9, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Inflation and trade will be front and center…

Investment Strategy, Three Things
Enhanced Contribution Limits Boost Impact of SIMPLE IRAs

By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

Jun 4, 2025 –

With the summer season now in full swing, the thoughts of many are focused on fun activities like…

Summer Savings Strategies
Tariff Talk: The Stock Market’s Salivation

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Jun 2, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist In recent months, investor response to news has been…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jun 2, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Jobs are on deck this week with the…

Market Commentary, Three Things
Celebrate National 529 College Savings Plan Day

By Theresa Cagle-Fry, Senior Vice President, Manager IRAs. Retirement & Education Planning

May 28, 2025 –

Summer is unofficially here! Schools are wrapping up the academic year and summer vacations are beginning. Looking…

Summer Savings Strategies
Investment Insights Monthly Newsletter – May 2025

By Jack Kraft, CFA, Vice President, Investment Strategist

May 23, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist

Investment Strategy
Trump Hunts Trade Deals

By Ben Norris, CFA, Senior Investment Strategist, Vice President

May 20, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President Incremental progress toward a refreshed trade agreement between the…

Investment Strategy, Market Commentary
Deal or No Deal

By Jack Kraft, CFA, Vice President, Investment Strategist

May 12, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist U.S. equities were mostly flat during a busy week of…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

May 12, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Wall Street will continue to focus on global…

Investment Strategy, Three Things
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

May 5, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The focus will be squarely on the U.S.…

Investment Strategy, Three Things
Sink-o in May-o??

By Pete Biebel, Senior Vice President, Senior Investment Strategist

May 5, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist After taking on water in the second half of…

Investment Strategy, Market Commentary
That’s What Xi Said

By Ben Norris, CFA, Senior Investment Strategist, Vice President

Apr 28, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President There have been no trade negotiations between the United…

Investment Strategy, Market Commentary