A complete list of active advisors currently associated with Edwards Financial services
Warmer can help you find a great advisor at Edwards Financial services or one who fits your needs even better.
Edwards Financial Services provides ongoing, discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages roughly $69 million for about 410 clients and offers investment management together with a waived, 20‑page financial planning blueprint available only to clients receiving portfolio management. The firm documents client goals and risk tolerances in individualized Investment Policy Statements and pursues a long‑term trading approach supplemented by charting and technical analysis, with regular portfolio monitoring and asset‑allocation work. EFS generally limits investments to mutual funds, ETFs and insurance products (including annuities), and the brochure notes use of ETFs and other vehicles that may employ derivatives, leverage, or complex strategies and the additional risks those entail. Compared with many peers, EFS has an unusually high client load per advisor—more than 200 clients per advisor—which can affect service capacity and delegation of responsibilities. Its advisory personnel also serve as registered representatives and licensed insurance agents and may receive commissions for securities or insurance sales; the firm discloses these conflicts, requires client disclosure and documents conflicts in the client file, and routes custody through a single institutional custodian that provides research and other program services.
To learn more about the advisors currently working at Edwards Financial services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Winter Park, FL
| 26
| |
Winter Park, FL
| 1
|
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