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 6, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch One of the two big events this week…

Investment Strategy, Three Things
Tax Tip Tuesday: Beware of Potential Tax Scams

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

Feb 28, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies The IRS continues to publish warnings…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 27, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch It is a busy week on the economic…

Investment Strategy, Three Things
Take a Peak

By Pete Biebel, Senior Vice President

Feb 27, 2023 –

By Pete Biebel, Senior Vice President As we gaze back at market activity over the past two months,…

Investment Strategy, Market Commentary
Investment Insights Monthly Newsletter – February 2023

By Bill Hornbarger, Chief Investment Officer

Feb 24, 2023 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Tax Tip Tuesday: Working With a Tax Preparer

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing

Feb 21, 2023 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing For many people, preparing and…

Tax Tip Tuesdays
Stocks Rule, Earnings Drool

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President

Feb 14, 2023 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Stocks saw their worst performance since mid-December last…

Investment Strategy, Market Commentary
Tax Tip: The Age-Old Question of Tax Season – When to File?

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

Feb 14, 2023 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Now that the holiday season is…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 13, 2023 –

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

Investment Strategy, Three Things
Tax Tip Tuesday: Some IRA Distributions Require Self-Reporting

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

Feb 7, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning It’s tax season again. …

Tax Tip Tuesdays
Hooray for Folly-Wood

By Pete Biebel, Senior Vice President

Feb 6, 2023 –

By Pete Biebel, Senior Vice President It’s hard to believe that anyone could have written a zanier script.…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 6, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Fed speakers will be all over the…

Three Things