Edwards Financial & Insurance Services

Overview

Edwards Financial & Insurance Services is a small, independent registered investment adviser that serves individual and family clients. The firm operates on a percentage-of-AUM fee model and also functions as an insurance broker, so its client engagements span financial planning, ongoing portfolio management for individuals and small businesses, pension consulting and educational workshops. Investment activity is tilted toward liquid, equity-centric allocations: the firm shows a clear preference for exchange-traded equities as the primary vehicle for client portfolios. Edwards Financial & Insurance Services is not an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a capital allocator to external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices