Edwards Premier Financial

Overview

Edwards Premier Financial operates as an independent registered investment advisor, primarily focusing on individual and family clients. The firm provides a range of services including financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, they conduct educational seminars and workshops aimed at enhancing financial literacy among their clients. While the firm does not actively engage in ESG investing, it does have a diverse fee structure that includes a percentage of assets under management, hourly charges, fixed fees, and commissions. Edwards Premier Financial also functions as an insurance broker, adding another layer to its service offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices