Naples Financial Advisors

You've Built the Wealth.
Now Let's Build the Plan.

Edwards Asset Management provides comprehensive wealth management and financial guidance for individuals, families, business owners, executives, and retirees in Naples, FL, and clients across the country. Our team works with clients to understand their financial priorities, coordinate complex decisions, and develop personalized strategies based on their circumstances and goals, no matter where they're located.

Experienced Financial Advisors in Naples, FL Who Listen

Our Naples financial advisors take the time to learn about your financial picture, priorities, concerns, and long-term objectives before making recommendations. We provide coordinated wealth management designed to address multiple areas of your financial life through one ongoing advisory relationship, whether you meet with us in person in Naples or work with our team remotely from anywhere in the country.




In the Media

Wealth Management Perspectives

Markets, economic conditions, and financial policy can affect investment and planning decisions over time.

Bob Edwards regularly provides commentary to national financial publications on market conditions, economic developments, and issues relevant to investors across the country.

MarketWatch
“It used to be, when the markets moved too far, people started asking about buying Treasurys.”

Why global central banks are pulling gold out of New York

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FORTUNE
“Respect the bull market, but expect the sawtooth pattern higher to continue.”

The outlook for markets through year-end

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Barron’s
“With 2027 earnings estimates moving toward $400 or more, the arithmetic supports it.”

Why the S&P 500 could move higher

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Bob Edwards Chief Executive Officer & Chief Investment Officer

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Third-party publications are not affiliated with Edwards Asset Management or Wells Fargo Advisors Financial Network. Links open external websites.


Personalized Wealth Management in Naples

Financial Planning for Business Owners

Financial Planning for Business Owners

Managing a company requires significant time and energy, leaving little room to manage personal wealth. We provide tailored strategies to help you optimize cash flow, plan for succession, and integrate your business success with your long-term financial goals.

Wealth Management for Executives & Professionals

Wealth Management for Executives & Professionals

Navigating complex compensation packages, stock options, and tax implications demands specialized knowledge. We help executives and high-earning professionals maximize their benefits, minimize tax burdens, and build a cohesive wealth strategy that aligns with their unique career trajectories.

Wealth Management for Naples Families & High-Net-Worth Individuals

Wealth Management for Naples Families & High-Net-Worth Individuals

Preserving generational wealth requires a thoughtful approach to estate planning strategies, tax efficiency, and family governance. We work closely with you to protect your assets, establish a lasting legacy, and ensure your loved ones are financially secure for years.

Financial Planning for Retirees & Pre-Retirees in Naples

Financial Planning for Retirees & Pre-Retirees in Naples

Transitioning into retirement shifts the focus from accumulating wealth to generating reliable income. We design comprehensive retirement plans to help you maintain your lifestyle, manage market risks, and confidently enjoy the next chapter of your life without financial worry.

Why Choose Us?

Why Choose Us?

We provide sophisticated wealth management built around your life. Our team brings decades of combined experience and the breadth to handle complex financial situations — all with the personal attention you deserve from a team that knows your name.

Our Financial Planning Process

We believe in a process that's clear at every stage — no surprises, no complexity for its own sake. Just a straightforward path from where you are to where you want to be.

01

Discovery & Financial Goal Setting

We start by listening. Understanding your goals, concerns, and financial picture before we recommend anything.

02

Financial Analysis & Personalized Plan Recommendations

A thorough review of your current position, followed by a clear, personalized recommendation built around your goals.

03

Financial Plan Review & Partnership Agreement

We walk through the plan together, answer every question, and confirm our path forward — together.

04

Account Setup & Financial Planning Onboarding

A smooth, guided onboarding experience that gets your plan into motion quickly and without friction.

05

Implementation & Ongoing Financial Advice

We actively manage, review, and adapt your plan as your life and the markets evolve over time.

Latest insights

Clear thinking for the decisions ahead.

Timely perspective on retirement income, taxes, Social Security, and the choices that shape your financial life.

A couple planning the final three years before retirement with an advisor in a Naples office
Featured insightRetirement Planning10 min read

The Three Years Before Retirement

A practical countdown for coordinating spending, income, taxes, healthcare, and investments before the paychecks stop.

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A retired couple calmly reviewing a market-downturn plan with an advisor in a South Florida office
Retirement Risk7 min read

What If the Market Falls Just After You Retire?

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A retired couple discussing healthcare costs with an advisor in a Naples office
Healthcare & Retirement8 min read

What Will Healthcare Really Cost in Retirement?

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Explore the full Insights Hub for more perspectives on retirement, income, taxes, Social Security, and legacy planning.

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Financial Advisor Offices in Naples, Fort Lauderdale & Albany

Whether you're in Naples, Fort Lauderdale, or Albany, your Edwards team is close by and ready to serve you.

HeadquartersNaples, FL

Headquarters
Naples, FL

5811 Pelican Bay Blvd, Suite 600
Naples, Florida 34108
(239) 264-1000

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space onlyFort Lauderdale, FL

space only
Fort Lauderdale, FL

110 SE 6th Street, Suite 3000
Fort Lauderdale, Florida 33301
(954) 820-8240

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space onlyAlbany, NY

space only
Albany, NY

4 Tower Place, 9th Floor
Albany, New York 12203
(518) 971-8480

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Let's Talk
The Right Conversation
Starts Here.

Take the first step toward a clearer financial future. No pressure, no pitch — just a straightforward conversation about where you are and where you want to go.

Schedule a Meeting