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 – November 2021

By Bill Hornbarger, Chief Investment Officer

Nov 12, 2021 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Three Things to Know & Watch – 08 Nov, 2022

By Bill Hornbarger, Chief Investment Officer

Nov 9, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Both investors and policymakers will anxiously await this…

Investment Strategy, Three Things
It’s Flyin’ Time Again

By Pete Biebel, Senior Vice President

Nov 8, 2021 –

By Pete Biebel, Senior Vice President Since the take-off from their lows in early-October, the market averages have…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 1 Nov, 2022

By Bill Hornbarger, Chief Investment Officer

Nov 1, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The FOMC meets this week and will be…

Investment Strategy, Three Things
Halloween Can’t Spook the Equity Markets

By Jack Kraft, Advisor Directed Portfolio Analyst

Nov 1, 2021 –

By Jack Kraft, Advisor Directed Portfolio Analyst Halloween season did very little to spook an ounce of fear…

Investment Strategy, Market Commentary
Scary Financial Mistakes: Ignoring Incapacity Planning

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

Oct 27, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As we continue our financial mistakes…

Scary Financial Mistakes
Investment Insights Quarterly – October 2021

By Bill Hornbarger, Chief Investment Officer

Oct 27, 2021 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Three Things to Know & Watch – 25 Oct, 2022

By Bill Hornbarger, Chief Investment Officer

Oct 25, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Approximately 30% of the S&P 500 members report…

Investment Strategy, Three Things
A Couple Dashes of Seasoning

By Pete Biebel, Senior Vice President

Oct 25, 2021 –

By Pete Biebel, Senior Vice President Over the past couple months, you’ve probably heard a sprinkling of sage…

Investment Strategy, Market Commentary
Estate and Gift Tax Rules May Change Again!

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

Oct 21, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As we wrap up Estate Planning…

Estate Planning
Estate Planning: Review Your Successor Appointments

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

Oct 20, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As National Estate Planning Awareness week…

Estate Planning
Scary Financial Mistakes: Forgetting to Take Required Minimum Distributions

By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement & Education Planning

Oct 20, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement & Education Planning Paying taxes can be scary…

Scary Financial Mistakes