What You Can Expect from Our Team

We recognize that you have established many meaningful relationships over the years, both personal and professional. We integrate ourselves into your existing financial network by working with your CPA, attorney, trust officer, and other professionals external to Benjamin F. Edwards.  We understand that evaluating the counsel of several individuals is daunting, and therefore we will act as your principal relationship manager, pulling together each of your outside resources. This ensures consistency and that your wealth management strategy corresponds to your financial needs.

In addition to working with your network of external professionals, we also have access to an internal network of world-class experts.  As a team, we will work with you to identify and prioritize your short- and long-term financial needs. As your financial team, we are your advocate, connecting you to the right people.