A complete list of active advisors currently associated with Edward Wealth Partners

Warmer can help you find a great advisor at Edward Wealth Partners or one who fits your needs even better.

The firm provides advisory services to individuals, high‑net‑worth investors and business entities, offering asset management, hourly financial planning, and retirement‑plan consulting. It also refers clients to third‑party managers and may engage sub‑advisors to implement portfolios, and its current reporting shows assets managed on a non‑discretionary basis. Its investment process draws on a mix of fundamental and technical analysis, charting and Modern Portfolio Theory, and can include long‑ and short‑term holdings, options strategies and margin where appropriate. When placing clients with third‑party managers or sub‑advisors the firm conducts ongoing monitoring and discloses that it receives referral fees and shares in TPM fees as part of those relationships. What is distinctive about the firm is its affiliation with an insurance business (Edward Financial Group LLC), with a substantial portion of the owner’s time devoted to insurance activities and typical commission compensation disclosed as a potential conflict of interest. The firm also provides ERISA 3(21) pension plan services—helping to develop investment policy statements, monitor plan options and provide participant education—which is a relatively uncommon service among similar independent, solo advisory practices.

To learn more about the advisors currently working at Edward Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.