Unify Your Wealth Strategies
Rely on Your Trusted Investment Professional
Feel Clarity, Balance, and Protection
Let your money serve you.
Connect your money to what is most important in your life, today and tomorrow. Get Started
"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.
Schedule a CallWhy 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.
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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.
Ready to start a conversation?
Step 1Book Your 15-Minute Introductory Call
Chat with a member of our team to learn more about each other and if The Edwards Group is a good fit for your unique needs.
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Step 2Meet Your Edwards Group Advisor
No matter where you are, an Edwards Group financial advisor will meet with you (in-person or via video conference) to learn more about your unique needs, goals, values, and concerns. We'll prepare an actionable plan to show how your money can serve you.
Step 3 Review Your Plan and Decide
As a final step, we'll present your custom plan and simply ask you to think about it. Working with a financial advisor is a major decision and we want you to be sure that a long-term relationship is something that is important to you, too.