At a Glance

We support advisors in the business model of their choice through Benjamin F. Edwards, our full-service investment management firm; and Edwards Wealth Management, our Registered Investment Advisor (RIA).

  • $37 Billion in AUM
  • More than 300 Advisors
  • 79 Offices
  • 30 States

Benjamin Edwards Wealth Management

OUR MISSION

To empower our financial advisors with the freedom to address their clients’ needs as they see fit in an atmosphere grounded in trust, integrity, and mutual respect.

Edwards Wealth Management

Edwards Wealth Management (EWM) is our custody-agnostic enterprise RIA that helps independently owned advisory firms run their business more efficiently and serve clients more effectively. We are committed to client-first service and supporting advisors with the comprehensive resources needed to provide the informed and objective financial advice clients deserve.

EWM utilizes our consultative approach to help prospective business owners map their path to independence. We then work hand-in-hand with these advisors to launch their practice, successfully transition clients and then support them with institutional-quality middle and back office services. We also support seasoned independent advisors with these services, which include access to our investment management team, compliance and risk management, and our industry-leading, fully-integrated technology platform, to name a few. Our broker-dealer, Benjamin F. Edwards is also available to these advisors to accommodate clients’ investment needs such as insurance and annuities.

Benjamin F. Edwards

Founded in 2008, Benjamin F. Edwards, based in St. Louis, Missouri, is a growing, national wealth management firm that is committed to putting its clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client.

With a legacy spanning over 130 years and five generations, we believe in giving our financial advisors the independence to serve their clients the way they see fit, and the accessibility to build treasured relationships. We strive to exceed our clients’ expectations all while having fun.

TRUST. INTEGRITY. MUTUAL RESPECT.

These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.

Our goal is to provide the right structure and a home for every advisor and every client.

  • Competitive, customized financial package with capital support
  • 360-degree transition services for both independent and breakaway advisors
  • Consultative approach, from business structuring to practice management
  • Concierge service model focused on serving advisors and their clients
  • Multi-custodial design to optimize service and support of client assets
  • Fully-integrated, best-in-class technology stack

Ready to bring your advisory firm to the next level?

Ben Holman

Vice President, RIA Business Development

Email

314-326-6640

Jean Fidone-Schroer

Director Business Development

Email

314-326-4361

CONNECT WITH EWM

Let’s discuss how we can help you build your legacy.

CONTACT US

833-480-1130

[email protected]

Edwards Wealth Management

One North Brentwood Boulevard

Suite 850

St. Louis, Missouri 63105

https://bfewealth.com/