Complex decisions need coordinated advice

A Financial Plan Is Stronger When Your Advisors Work Together

Your investment, tax, estate, insurance, and family decisions are connected. Your professional team should be, too.

Step 1

Watch the No-Cost Training

Start with a short educational session designed to help you ask better questions about your financial life.

Training video Your campaign video will appear here.

✓ No cost✓ No obligation✓ Educational first

Prefer to talk first? Call (239) 264-1000.

Step 2

No pressure and no pitch. Just a straightforward conversation about where you are, what matters to you, and where you want to go.

AS FEATURED IN

KiplingerYahoo FinanceThe Wall Street JournalForbesU.S. NewsTheStreet

Our process

We believe in a process that is clear at every stage, with no surprises and no complexity for its own sake.

We start by listening—understanding your goals, concerns, and financial picture before recommending anything.

We review your current position and prepare a clear, personalized recommendation built around your goals.

We walk through the plan together, answer every question, and confirm the path that feels right to you.

If you choose to move forward, our team helps put the plan into motion with care and clear communication.

Our offices

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

HEADQUARTERS

5811 Pelican Bay Blvd, Suite 600
Naples, Florida 34108

110 SE 6th Street, Suite 3000
Fort Lauderdale, Florida 33301

4 Tower Place, 9th Floor
Albany, New York 12203

Let’s talk

Take the first step toward a clearer financial future.