Bruce Edwards, CFP

Our Mission

At Edwards & Owens Financial Strategies and Wealth Management, we empower individuals and families to achieve financial success and simplify their financial lives.

Who We Serve

We specialize in guiding pre-retirees and retirees in the Ashburn area to:

• Define and set their financial goals
• Create wealth management strategies
• Secure their financial future
• Achieve financial independence and freedom

Our Values

Our core values guide us in everything we do:

• Client-centered: We prioritize understanding your unique needs and goals to tailor our services.
• Transparency: We communicate openly and honestly, providing clear explanations and regular updates.
• Independence: We are not beholden to any large institutions, enabling us to offer objective and unbiased advice.
• Integrity: We adhere to the highest ethical standards and act in your best interests.

Our Team

Led by experienced professionals, Bruce W. Edwards and Jonathan A. Owens, we have over 30 years of combined experience in financial planning and wealth management. We are committed to providing personalized attention, tailored strategies, and exceptional client service.

Services Offered

• Retirement planning: Optimize your retirement accounts, plan for future expenses, and maximize your Social Security benefits.
• Investment management: Develop a diversified portfolio tailored to your risk tolerance and financial goals.
• Estate and wealth preservation: Implement strategies to protect your assets and transfer wealth to your beneficiaries.
• Cash flow management: Create a budget and track your expenses to achieve financial stability.
• Business planning: Develop financial plans to ensure the success and continuity of your business.

Our Commitment

At Edwards & Owens Financial Strategies and Wealth Management, we are dedicated to providing our clients with:

• Personalized attention and guidance
• Comprehensive financial plans
• Transparent communication and regular updates
• Responsive and timely service
• Empowerment and education to make informed financial decisions

Contact Us Today

We understand that every individual's financial situation and goals are unique. Contact us today to schedule a consultation and learn how we can help you achieve financial success on your terms.