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.

How to Find Principal Protection

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

Jul 6, 2022 –

With the backdrop of market volatility, the Covid-19 pandemic, rising interest rates, high inflation and the war in…

Summer Savings Strategies
Considerations to Minimize Your Tax Bill

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

Jun 29, 2022 –

With inflation skyrocketing, supply chain issues mounting, stock markets in bear territory and COVID still lingering, taxes may…

Summer Savings Strategies
They Had Us In The First Half

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

Jun 28, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President We’re nearly halfway through 2022 and markets are…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer. Economic reports on the producer price index (PPI), retail sales, and small business optimism will be released prior to the Fed’s announcement mid-week.

Jun 27, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch With the end to a difficult second quarter…

Investment Strategy, Three Things
Simplify Your Financial Life

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

Jun 23, 2022 –

Have you ever taken the time to track the amount of time you spend on your routine activities…

Summer Savings Strategies
FOMC Rate Hike Implications for Investors

By Bill Hornbarger, Chief Investment Officer

Jun 21, 2022 –

By Bill Hornbarger, Chief Investment Officer Bill Hornbarger: FOMC Rate Hike Implications for Investors The above information reflects…

Investment Strategy
Summer Jobs Can Translate into IRA Savings

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

Jun 15, 2022 –

If you are like most parents with a household of kids at home for the summer, you are…

Summer Savings Strategies
Keep These 7 Thoughts in Mind Amid Stock Market Decline and Volatility

By Bill Hornbarger, Chief Investment Officer

Jun 14, 2022 –

By Bill Hornbarger, Chief Investment Officer Bill Hornbarger: Keep These 7 Thoughts in Mind Amid Stock Market Decline…

Investment Strategy, Three Things
Investment Insights Monthly Newsletter – June 2022

By Bill Hornbarger, Chief Investment Officer

Jun 14, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
The Fed Goes Hiking

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

Jun 14, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President When it’s my week to write this recap…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer. Economic reports on the producer price index (PPI), retail sales, and small business optimism will be released prior to the Fed’s announcement mid-week.

Jun 13, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Economic reports on the producer price index (PPI),…

Investment Strategy, Three Things
Graduates Need to Develop a Strong Financial Foundation

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

Jun 8, 2022 –

By now, the pomp and circumstance of college graduations – along with all the congratulatory dinners and parties…

Summer Savings Strategies