Why Benjamin F. Edwards
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. Our Clayton branch is conveniently located across the street from Shaw Park at the corner of Brentwood and Forsyth.
We welcome the opportunity to serve your financial needs.
The Benjamin F. Edwards Approach
By working with Benjamin F. Edwards, we can assure that you and your family’s financial legacy will be planned and maintained as circumstances change. Our approach includes:
- Identifying clear financial goals and then taking tangible steps to work towards those goals
- Guidance whether you need investment advice or more holistic planning
- Coordinating with your other professional advisors as needed (i.e., CPA, attorney)
- Providing regular communication where progress is assessed and adjustments are made
- Basing recommendations on what is rooted in a sound investment philosophy
READY TO DISCUSS YOUR FINANCIAL FUTURE?
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNERTM, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNERTM Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNERTM Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.
WHAT IS A CDFA®? Earning the Certified Divorce Financial Analysts®, or CDFA®, designation from the Institute for Divorce Financial Analysts means that a financial advisor has successfully completed a course of study, passed an exam, and is in good standings with the IDFA™. In addition, the designation is subject to renewal requirements every two years, which includes the completion of 15 divorce-related hours of continuing education.
What is an ADPA®? An ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM, or ADPA®, designation from the College for Financial Planning indicates that the holder has completed a course of study that addresses wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, are subject to a disciplinary process and must complete 16 hours of continuing education training every two years.
What is a CRPS®? A CHARTERED RETIREMENT PLANNING SPECIALISTSM, or CRPS®, certification from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses design, installation, maintenance and administration of retirement plans. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Additionally, individuals must agree to adhere to standards of professional conduct, and are subject to a disciplinary process.
Benjamin F. Edwards does not provide legal or tax advice, therefore it is also important to consult with your legal and tax professionals for additional guidance tailored to your specific situation
Whether you want to prepare for life’s milestones or need to plan for the unexpected, we will work alongside you to help you meet your financial and legacy goals.
Some Specific Areas of Concentration Include:
- Fiduciary Investment Advisory and Objective-Based Portfolio Design
- Separately Managed Accounts Using World-Class Money Managers
- IRA Distribution Planning
- Retirement Income and Cash Flow Planning
- Wealth Transition Strategies
- Estate Planning Strategies
- Advising on Trust, Estates and Wealth Transfer
*Benjamin F. Edwards does not provide legal advice; therefore, it is also important to consult with your legal tax professional for additional guidance tailored to your specific situation
Contact
We look forward to showing you what our client-first investment approach can mean for you and your family.
Contact us by completing the form here.