Business Details
18 Years
experience
Your Trusted Financial Advisers in St. Louis
Founded in 2008, Benjamin F. Edwards is a growing national wealth management firm committed to putting clients' interests first. We manage both a traditional full-service brokerage firm and our independent advisory arm, Edwards Wealth Management, providing tailored solutions for advisors and clients. Our principles of trust, integrity, and mutual respect guide our delivery of informed investment advice and client-first service. With a legacy spanning over 130 years and five generations of the Edwards family, we combine institutional scale with personalized support.Our advisors leverage advanced resources to offer objective advice, focusing on wealth transition, retirement planning, and customized investment strategies. We prioritize accessibility, empowering advisors to serve clients autonomously while fostering long-term relationships. Our culture emphasizes excellence, independence, and collaboration, ensuring advisors and clients thrive together.
Services
Investment Planning
Wealth Management
Retirement Planning
Estate Strategies
Advisory Services
Details
- Year established: 2008
Highlights and features
- We offer personalized investment strategies tailored to your financial goals.
- Our advisors have decades of experience in wealth management and planning.
- Client-first service prioritizes trust, integrity, and long-term relationships.
- We provide access to comprehensive resources and institutional-grade tools.
- Our family-owned legacy ensures a commitment to personalized, ethical service.
Associations and certifications
- FINRA
- SIPC
Services
Investment Planning
Our investment planning services create customized strategies aligned with your financial goals. Advisors assess risk tolerance, time horizons, and objectives to build diversified portfolios. We monitor market trends and adjust plans to ensure long-term growth and stability.
Retirement Planning
We design retirement plans tailored to your lifestyle needs, including tax-efficient withdrawals and legacy planning. Our advisors collaborate with legal and tax professionals to optimize your financial future.
Advisory Services
Our advisory services offer ongoing portfolio management with a focus on asset allocation and risk management. Clients receive regular performance reviews and adjustments to align with evolving goals.
Wealth Transition
We specialize in intergenerational wealth transfer strategies, including trusts and charitable giving. Our goal is to preserve your legacy while minimizing tax liabilities for beneficiaries.
Business Owner Services
Tailored financial solutions for business owners, including succession planning, executive compensation, and retirement plans. We collaborate with your team to ensure sustainable growth and transition strategies.
People
Angela Waits
Financial Advisor
With a focus on trust and personalized service, Angela Waits helps clients develop tailored financial programs using Benjamin F. Edwards' tools and expertise.
Rich Huite
Financial Advisor
Rich Huite prioritizes client relationships, guiding individuals through financial planning with a focus on long-term goals and risk management.
Jenny Miller
Financial Advisor
Jenny Miller combines industry experience with a client-first approach, offering personalized investment strategies and retirement planning solutions.
Alan Spilker
Financial Advisor
Alan Spilker leverages decades of experience to create goals-based financial programs, emphasizing trust and mutual respect in client relationships.
Tanner Smith
Financial Advisor
Tanner Smith delivers customized financial plans, focusing on client needs and long-term wealth growth through disciplined investment strategies.
Questions
What services does Benjamin F. Edwards offer?
We provide investment planning, wealth management, retirement strategies, estate planning, and advisory services tailored to individual and business needs.
How do I start working with an Edwards advisor?
Contact us via phone or email to schedule a consultation, where we’ll assess your goals and create a personalized financial plan.
Are your advisors certified professionals?
Yes, our advisors hold industry certifications and have decades of experience in financial planning and wealth management.
What sets Benjamin F. Edwards apart from other firms?
Our client-first culture, family-owned legacy, and commitment to personalized service distinguish us from institutional competitors.
Do you serve clients outside St. Louis?
Yes, while headquartered in St. Louis, we serve clients nationally through our network of advisors.
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