Let your money serve you.

Connect your money to what is most important in your life, today and tomorrow.
Get Started

Unify Your Wealth Strategies

Rely on Your Trusted Investment Professional

Feel Clarity, Balance, and Protection

"Do I have enough?"

We need our money to do different jobs at each stage of life. Whether you're asking questions about saving for retirement, transitioning your business, or how your money can make the greatest impact, we're here to help.

Talk with Us

Why The Edwards Group?

Client-First Philosophy

Our team's mission is centered on stewardship, not salesmanship. We treat wealth as a perpetual asset for good.

Guided Process

Our process is designed to help you make more thoughtful and intentional money decisions.

Customized Portfolios

Our suite of strategies are designed with specific outcomes in mind so you can better track and reach your goals.

Your guide each step of the way.

Earning, spending, saving, and investing — your financial life might be fraught with complexity. No matter your situation, our team will transform overwhelm and anxiety into clarity and confidence.

Talk with Us

A you-nified wealth management experience.

As your life evolves and changes, we'll help you see all the possibilities of what you can achieve with your money and create a path to help you get there. We leverage best-in-class financial technology to power your life and connect your money to what is most important to you.

Wealth Planning

Learn More

Investment Management

Learn More

Private Wealth Services

Learn More

Meet Our Advisors

Your questions deserve professional advice. No matter where you are, an Edwards Group financial advisor will meet with you to learn more about your unique goals, values, and concerns.

View Profile

Rob Edwards

Managing Director – Investments
Senior PIM® Portfolio Manager

View Profile

Kim Larson-Collins

Vice President - Investments

View Profile

Cesar A. Aran, CRPC

Senior Financial Advisor