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.

October 16-20: We Celebrate National Estate Planning Awareness Week

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

Oct 16, 2023 –

The longstanding goal of the National Association of Estate Planners and Councils (“NAEPC”) is to help people understand…

Estate Planning
Scary Financial Mistakes: Not Having Enough Guaranteed Income in Retirement

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance

Oct 10, 2023 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance There are many financial risks to confront…

Scary Financial Mistakes
What’s in a Number?

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Oct 9, 2023 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist The employment numbers last Friday morning really did a…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Oct 9, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Know We have a big week on the inflation…

Investment Strategy, Three Things
Five Social Security Mistakes That Cost You Money

By: Theresa Cagle Fry, SVP, Manager, Retirement and Education Planning

Oct 3, 2023 –

By: Theresa Cagle Fry, SVP, Manager, Retirement and Education Planning It’s October and that brings to my mind…

Scary Financial Mistakes
Five Social Security Mistakes That Cost You Money

By: Theresa Cagle Fry, SVP, Manager, Retirement and Education Planning

Oct 3, 2023 –

By: Theresa Cagle Fry, SVP, Manager, Retirement and Education Planning It’s October and that brings to my mind…

Scary Financial Mistakes
Closing Time Q3

By Jack Kraft, CFA, Investment Strategist

Oct 2, 2023 –

By Jack Kraft, CFA, Investment Strategist The third quarter came to a close last week as economic tailwinds…

Investment Strategy, Market Commentary
This Might Hurt a Bit

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Sep 25, 2023 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist The stock market had been looking a little green…

Investment Strategy, Market Commentary
Resources to Reduce Financial Stress for Business Owners

By Ashlee Ogrzewalla, Vice President, Wealth & Client Strategy Manager

Sep 21, 2023 –

Business owners work tirelessly to ensure the success of their organization, often absorbing additional stress and workload. Expanding…

General
Inflationary Whack-A-Mole

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

Sep 19, 2023 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President We’ve spilled a lot of ink on the topic…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Sep 18, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Global monetary policy will be the main focus…

Investment Strategy, Three Things
Investment Insights Monthly Newsletter – September 2023

By Jack Kraft, CFA, Investment Strategist

Sep 15, 2023 –

By Jack Kraft, CFA, Investment Strategist

Investment Strategy