Our Firm
Benjamin F. Edwards is a full-service financial planning firm with a legacy spanning over 130 years and five generations of the Edwards Family. We are privately held and independent. We hold no debt and our ownership consists of employees, family and friends of the firm.
Our client-first mission is grounded in the Golden Rule. We believe in giving our financial advisors the independence to serve their clients the way they see fit, and the accessibility to build treasured relationships. We strive to exceed our clients' expectations all while having fun.
Founded in 2008, we opened our first branch office in August 2009, and established our first RIA affiliation in February 2019. We celebrate approaching 91 offices in 32 states, with almost 350 financial advisors and nearly 600 employees. Our Assets Under Management are approaching $40 Billion.
Our approach preserves the best parts of working for an established firm—high-touch back-office service and support, solid technology, risk management and a collaborative family environment.