What We Do
Helping you flourish, today, tomorrow and beyond.

What We Stand For
Doing what’s right, for generations.

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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.

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History
Over a century of history beginning under Abraham Lincoln.

Careers
A rewarding, and award-winning, place to work and feel valued.

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An experienced and decorated team with a passion for client service.

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A network of over 100 locations that spans the entire country.
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A wealth of information and resources to help you meet your goals.

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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.
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A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

P Stephen Appelbaum
Pam Bunn
Senior Advisor-Executive Division
Tad Edwards
Chairman, CEO and President
Ben Edwards
Senior Vice President, Assistant Director of Branches
Mark Keller
Michael Medart
September 5, 1956 – October 27, 2026