Edwards Financial & Insurance Services

Overview

Edwards Financial & Insurance Services is an independent registered investment adviser organized as an LLC with an individual owner. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Advisory services also include pension consulting and client education through seminars and workshops. Alongside advisory work, the firm operates as an insurance broker, which likely complements its planning and risk-management conversations. The firm charges clients on a percentage-of-assets-under-management basis and does not present itself as a multi-state or newly formed adviser. It is not identified as an active ESG investor and does not appear to function as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives