Let's discuss your financial future.

Benjamin F. Edwards

Watkinsville, GA

Financial Advisor Branch Office

1022 Twelve Oaks Pl Ste 102

Watkinsville, GA 30677

Phone: 706-705-0350

Toll Free: 833-705-0350

Our Approach to Wealth Management

Trust, Integrity, and Mutual Respect guide each of us at the Watkinsville, GA location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Watkinsville office is comprised of talented financial professionals with years of wealth management experience.

The Benjamin F. Edwards team of financial advisors is proud to serve Watkinsville, GA and surrounding communities. Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.

Watkinsville Branch Financial Planning Services:

Our Watkinsville branch can serve you with a variety of financial planning needs, with a special focus on the following areas:

  • Asset Allocation
  • Portfolio Construction
  • Education Planning Strategies
  • Financial Planning
  • Retirement & Social Security Planning Strategies
  • Business Owner Services
  • Trust & Estate Planning Strategies
  • Insurance Solutions

Benjamin F. Edwards & Co. is not engaged in rendering legal, accounting or tax preparation services. Specific questions on taxes or legal matters as they relate to your individual situation should be directed to your tax or legal professional.

Meet the Watkinsville, GA Financial Advisory Team

Chung Lieu

Financial Advisor and Vice President – Investments

Phone: 706-705-0350

chung.lieu@benjaminfedwards.com
View Chung's Bio

Laura David

Financial Client Associate

laura.david@benjaminfedwards.com
View Laura's Bio

Trust. Integrity. Mutual Respect

These are the principles that guide us at our Watkinsville branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.

Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first and helping them reach their financial goals.