Own your advisory business,
not your operational burdens
Edwards Wealth Management (EWM) is your partner to help you run your advisory practice your way. Our mission is clear – enabling your client focus while you delegate many of your operational burdens to our team.
Building an Advisor-centric Culture
“Our partnership with Edwards provides us access to critical infrastructure and service that helps us operate with excellence. We have the freedom to meet our clients’ needs while maintaining full ownership of our practice.”
Derek Lunka
Lunka Investment Group
Over & Above the Industry Standard
When partnered with Edwards Wealth Management, you have unfettered access to a team of experienced associates and our robust business platform. You maintain full ownership of your practice. Our role is to stand behind you to help you grow and scale your practice by providing the following core services:
- Turnkey transition services
- Access to low-cost start-up capital
- Concierge service
- Integrated, best-in-class technology stack
- Access to our broker-dealer for your brokerage needs
- Business operations and compliance
- Branding and marketing
- Outsourced CIO services
Walking Alongside You
Whether you already own your own business or wish to break away to start your own advisory practice, we’re with you each step of the way. Your legacy is our priority.
1: Preparation
It’s crucial to first understand your business and ensure this partnership is additive for your practice. Our consultative approach here is an extension of the way we do everything: personal and high touch.
3: Settling In
Our experienced team members will work alongside you through the launch of our partnership. We’ll help you get clients settled, establish your office, and launch the partnership in your community.
2: Step Forward
Alongside you, our team will work to thoughtfully assemble a glide path for the successful onboarding of your practice. This includes the right custodian, discovery & build out of your real estate, mapping you to the right best-fit investment solutions, establishing your brand, talking through your legal responsibilities, and familiarizing you with our best-of-breed technology.
4: New Normal
Within months, you’ll enjoy a measurable positive impact as the partnership benefits you, your team, and your clients. We’re handling your back and middle office needs, while you’re free to focus on building and maintaining strong client relationships.
Walking Alongside You
Whether you already own your own business or wish to break away to start your own advisory practice, we’re with you each step of the way. Your legacy is our priority.
1: Preparation
It’s crucial to first understand your business and ensure this partnership is additive for your practice. Our consultative approach here is an extension of the way we do everything: personal and high touch.
2: Step Forward
Alongside you, our team will work to thoughtfully assemble a glide path for the successful onboarding of your practice. This includes the right custodian, discovery & build out of your real estate, mapping you to the right best-fit investment solutions, establishing your brand, talking through your legal responsibilities, and familiarizing you with our best-of-breed technology.
3: Settling In
Our experienced team members will work alongside you through the launch of our partnership. We’ll help you get clients settled, establish your office, and launch the partnership in your community.
4: New Normal
Within months, you’ll enjoy a measurable positive impact as the partnership benefits you, your team, and your clients. We’re handling your back and middle office needs, while you’re free to focus on building and maintaining strong client relationships.
What Our Partners Are Saying
“This is a complicated business. We’ve directly benefited from the services provided to get our business started as well as the ongoing business operations and risk management. The partnership with EWM has helped us get further, faster than we’d be able to accomplish on our own.”
Connor Dunlop
Principal,
Dunlop Investment Group
“Because of shifting regulations and markets, the Concierge Service team at Edwards is especially incredible. They are available every time we need them and make us better with our clients”
Taylor Spalding
Wealth Associate,
Elkhorn Private Wealth
“Client needs are evolving faster than many groups can handle, but my partnership with Edwards allows me to quickly adapt to my clients’ changing needs.”
Ryan Stephen
Managing Partner,
RBS Wealth Management, LLC
“There’s no ambiguity about what we’re here to do – support our advisors and give them what they need to work with their clients. Our concierge service desk is designed to give our advisors and their teams the easy access they need to our amazing home office team.”
Susan Frigerio
Senior Vice President,
Benjamin F. Edwards
“Our advisors and their clients have unique financial goals and dreams, and we spend time carefully understanding them. The Investment Strategy Committee is solely focused on putting together a suite of investment options that meet the changing needs of our advisors’ clients.”
Bill Hornbarger
Chief Investment Officer
Benjamin F. Edwards
- Connor DunlopPrincipal,Dunlop Investment Group“This is a complicated business. We’ve directly benefited from the services provided to get our business started as well as the ongoing business operations and risk management. The partnership with EWM has helped us get further, faster than we’d be able to accomplish on our own.”Connor DunlopPrincipal,Dunlop Investment Group
- Taylor SpaldingWealth Associate,Elkhorn Private Wealth“Because of shifting regulations and markets, the Concierge Service team at Edwards is especially incredible. They are available every time we need them and make us better with our clients”Taylor Spalding Wealth Associate, Elkhorn Private Wealth
- Ryan StephenManaging Partner,RBS Wealth Management, LLC“Client needs are evolving faster than many groups can handle, but my partnership with Edwards allows me to quickly adapt to my clients’ changing needs.”Ryan Stephen Managing Partner, RBS Wealth Management, LLC
- Susan FrigerioSenior Vice President,Benjamin F. Edwards“There’s no ambiguity about what we’re here to do - support our advisors and give them what they need to work with their clients. Our concierge service desk is designed to give our advisors and their teams the easy access they need to our amazing home office team.”Susan Frigerio Senior Vice President, Benjamin F. Edwards
- Bill HornbargerChief Investment Officer,Benjamin F. Edwards“Our advisors and their clients have unique financial goals and dreams, and we spend time carefully understanding them. The Investment Strategy Committee is solely focused on putting together a suite of investment options that meet the changing needs of our advisors' clients.”Bill Hornbarger Chief Investment Officer, Benjamin F. Edwards
“We started this firm to be a firm for advisors, based on trust and mutual respect. As a former advisor myself, I know what it takes to deliver exceptional outcomes for clients. We’ve intentionally designed Edwards Wealth Management to support advisors and allow them to focus on what matters: their clients and their personal legacy.”
Tad Edwards
Tad Edwards
Chairman, CEO and President
Connect to Learn More About a Potential Partnership
At Edwards Wealth Management, we deliver the support your business deserves, giving you more time to focus on growing your practice and helping your clients reach their financial goals and dreams. We look forward to working with you to explore a business partnership that will help you achieve your desired legacy.