Hear from Benjamin F. Edwards’ own advisors on what it’s like to serve clients, build a career with the firm and be part of the Edwards work family.

One Edwards/Two Approaches


We free you to do the work you love by helping let go of the work you don’t.

Marty Altenberger
email Marty
(314) 480-1108

Lois M. Powell
email Lois
(903) 893-8338

Ben Holman
email Ben
(314) 326-4460

Charlie Schwartz

Charlie Schwartz
email Charlie
(314) 480-3628

Josh Hayes - Vice President

Josh Hayes
email Josh
(314) 480-3224

A Different Kind of Firm

If you’re interested in joining a different kind of firm that truly puts the interests of advisors and their clients first, you’ve come to the right place. Serving more than 300 advisors with approximately $36 billion in assets, Edwards has the institutional scale you expect to fully address all of your business needs and the ability to deliver the personal touch you deserve through concierge-level service. We support advisors in the business model of their choice through Benjamin F. Edwards, our full-service investment management firm; and Edwards Wealth Management, our Registered Investment Advisor (RIA).

  • Client-first priority, followed by employees, and owners
  • Entrepreneurial, fast-growing
  • No one-size-fits-all business model
  • Having fun is part of the firm’s mission statement
  • Practice the Golden Rule
  • Privately held, allowing more flexibility for advisors
  • Best-in-class technology
  • No call centers; able to reach home office staff directly by phone or email
  • No short- or long-term debt

As you can probably tell, we love our company and it shows. It just feels right at Edwards. Thank you for your interest. We look forward to meeting you!


We free you to do the work you love by helping let go of the work you don’t.