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.

Investment Insights Monthly Newsletter – February 2025

By Bill Hornbarger, Chief Investment Officer

Feb 19, 2025 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Optimizing Total Family Tax Benefits

By Ashlee Ogrzewalla, Vice President, Manager, Financial Planning & Marketing

Feb 18, 2025 –

Tax season can feel like navigating a maze, especially when balancing multiple incomes, dependents and household expenses. However,…

Tax Tip Tuesdays
Should I Rush to File Taxes Early or Wait Until Later?

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

Feb 11, 2025 –

Now that the merriment and festivities of the holiday season have concluded, it’s time to turn our attention…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 10, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Inflation continues to be one of the bigger…

Three Things
Fourth and Goal

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Feb 10, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist Despite getting sacked on the openings on the past…

Investment Strategy, Market Commentary
Some IRA Distributions Require Self-Reporting on Your Tax Return

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

Feb 4, 2025 –

It’s tax season again. Whether you decide to tackle your tax return yourself or use a tax professional,…

Tax Tip Tuesdays
January 31, 2025

By Tad Edwards, Chairman, CEO and President

Feb 3, 2025 –

Benjamin F. Edwards has come a long way since its founding in 2008. Headed by…

Updates from Tad Edwards
Duty Calls: Markets Caught in Customs

By Jack Kraft, CFA, Vice President, Investment Strategist

Feb 3, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist U.S. equity markets ended the week mixed as investors digested…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 3, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The employment situation will be front and center…

Investment Strategy, Three Things
Here Comes Tax Season!

By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Jan 28, 2025 –

Once again, our Private Client Services group will share tax planning ideas with our “Tax Tip Tuesdays” blog…

Tax Tip Tuesdays
To Tariff, or to Tariff, That Is the Question

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

Jan 27, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President The Martin Luther King Jr. holiday meant markets were…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 27, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch All eyes will be on the U.S. Federal…

Investment Strategy, Three Things