Ready to start a conversation? Let's connect.
Our 3-step process to start letting your money serve you, today and into the future.
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:
- Understand your current financial situation and future goals.
- Provide an overview of our philosophy, process, and portfolios.
- Answer any specific questions and provide guidance on next steps.
Meet Your Edwards Group Financial 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.
With a better understanding of who you are and what you're trying to achieve, our team will prepare an actionable plan to let your money work for you.
Review 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.
If you decide that our team is not best fit to serve you, then we'll be happy to help you find another financial professional.