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benjaminfedwards.com
Focuses on helping its clients plan for their future and achieve their financial goals
About benjaminfedwards.com
Founded in 2008, Benjamin F. Edwards is a national wealth management firm dedicated to providing personalized investment advice and client-first service. The company operates both a traditional full-service brokerage firm and an independent advisory arm, Edwards Wealth Management, which was launched in 2019. Benjamin F. Edwards serves a diverse range of clients, including individual investors, families, and financial advisors looking for a supportive and client-focused environment. The firm operates in the wealth management market, offering services such as financial planning, investment management, and retirement planning. Its business model revolves around building deep, long-term relationships with clients and advisors, ensuring that their financial goals and needs are met with tailored solutions. The company generates revenue through advisory fees, brokerage commissions, and other financial services. With a legacy spanning over 130 years and five generations of the Edwards family, the firm combines traditional values with modern financial strategies to deliver exceptional service.
Source: Dealroom company dataAt a glance
- Founded
- 2008
- Headquarters
- Clayton, United States
- Sector
- Real Estate
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Source: Dealroom Talent Intelligence.
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