Edwards

Our Legacy of Client-Centric Service

Benjamin F. Edwards & Co. is more than just a financial services firm; we're a family-owned and operated business with deep roots in the industry, dating back five generations and 130 years. Founded in 2008, we've built a reputation for personalized attention, unwavering dedication to our clients' financial well-being, and a commitment to fostering a truly collaborative environment. Our story is one of enduring values, entrepreneurial spirit, and a steadfast belief in empowering both our advisors and our clients to achieve their financial goals.

Empowering Advisors, Elevating Client Experiences

At Benjamin F. Edwards, we understand that the foundation of a successful client relationship lies in the expertise and dedication of our financial advisors. We offer a supportive and collaborative environment where advisors are empowered to build lasting relationships with their clients, providing tailored guidance and comprehensive financial solutions. Our advisors are equipped with the resources, tools, and training to navigate the complexities of the financial landscape and help clients navigate critical decisions.

A Comprehensive Suite of Financial Services

We believe in offering a comprehensive range of financial services to meet the diverse needs of our clients. Whether you're planning for retirement, protecting your family's future, or seeking investment strategies to achieve your financial aspirations, our team of experienced advisors can guide you every step of the way. We provide a wide array of services, including investment planning, retirement planning, wealth management, annuities, business owner services, cash management, IRAs, and mutual funds.

Our Core Values: The Pillars of Success

Our culture is built upon five core values that underpin everything we do: The Golden Rule, independence, accessibility, excellence, and, importantly, having fun.

We believe in treating every client and colleague with fairness, respect, and integrity. Our commitment to independence allows us to provide unbiased advice and prioritize our clients' best interests above all else. Accessibility ensures that our clients feel comfortable reaching out to us with any questions or concerns, knowing that we are always there to support them. Our pursuit of excellence drives us to continually innovate and provide the highest quality services possible, while maintaining a fun and supportive work environment fosters a sense of camaraderie and promotes teamwork.

The Power of Collaboration

At Benjamin F. Edwards, collaboration is at the heart of everything we do. We believe that by working together, we can achieve greater results for our clients. Our advisors are supported by a team of experienced professionals, including investment strategists, financial planners, and client service specialists, who are dedicated to providing the highest level of support and expertise. Our collaborative approach allows us to leverage the strengths of our team and provide clients with a truly holistic financial experience.

Looking Towards the Future: A Bright Horizon

As a family-owned and operated business, we are committed to building a lasting legacy of client-first service and empowering financial advisors. We are excited about the future and the opportunities that lie ahead as we continue to grow and evolve.