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

Mar 31, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch All eyes will be on April 2, a…

Investment Strategy, Three Things
Higher Income Continues to Mean More Taxes

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

Mar 25, 2025 –

The tax rules for 2024 haven’t changed much, but as we have discussed throughout this series, the tax…

Tax Tip Tuesdays
A Little Bit of Luck

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

Mar 24, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President The luck of the Irish was with investors last…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 24, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch It’s a data-heavy week with the March Flash…

Investment Strategy, Three Things
March 24, 2025

By Tad Edwards, Chairman, CEO and President

Mar 24, 2025 –

I’m thrilled to share that Benjamin F. Edwards has been recognized with the first place…

Updates from Tad Edwards
Investments Insights Monthly Newsletter – March 2025

By Bill Hornbarger, Chief Investment Officer

Mar 21, 2025 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Key Retirement Plan Deadlines and Opportunities During Tax Season

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Mar 18, 2025 –

While the start of Spring can represent the beautiful and exciting change of seasons for some, it can…

Tax Tip Tuesdays
That Ship Has Sailed

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Mar 17, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist That mighty vessel, the U.S.S. Stock Market, has been…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 17, 2025 –

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

Investment Strategy, Three Things
Stay the Course: Market Corrections Are Nothing New

By Bill Hornbarger, Chief Investment Officer

Mar 12, 2025 –

By Bill Hornbarger, Chief Investment OfficerBy Jack Kraft, CFA, Vice President, Investment Strategist

Investment Strategy
Make Your IRA Contributions by April 15

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

Mar 11, 2025 –

Most people know they need to file their income tax returns by April 15. Tax Day, for most…

Tax Tip Tuesdays
Under Pressure

By Jack Kraft, CFA, Vice President, Investment Strategist

Mar 10, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist U.S. stocks were whipsawed during the week as geopolitical uncertainty…

Investment Strategy, Market Commentary