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 portfolio management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm documents client objectives in an Investment Policy Statement and offers a comprehensive 20‑page financial “blueprint,” a report the brochure says is typically charged for but is waived for clients. EFS generally manages accounts on a discretionary basis and describes its investment approach as long‑term trading informed by charting and technical analysis, with a focus on mutual funds, ETFs, annuities, and insurance products. Clients’ accounts are custodied at Charles Schwab, and the firm provides regular portfolio monitoring and quarterly reports, with advisory fees withdrawn from client accounts under written authorization. The firm is notable for a relatively high client load per advisor (410 clients across two advisors), and for advisors who also act as licensed insurance agents and registered representatives, a dual role the brochure discloses may result in commissions and other conflicts of interest that are documented in client files. The brochure also highlights operational practices such as waiving the standalone financial‑planning fee and formal procedures for fee deduction and conflict disclosure.

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.