817-704-8707
Go beyond wealth management to wealth enhancement.
We work to limit risk, create income and enhance your life in retirement. Our team works with our families to provide a truly world class wealth management experience to our families. When we work together in this way it can help realize your goals to shape the future and the retirement you desire. We are a Fiduciary Firm Simply put this means we have to put your well being above ours.
ERIC G. EDWARDS
FOUNDER/PRESIDENT
"A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence."
— Lord Millett, Bristol and West Building Society
About Us
Edwards Financial Strategies is a Texas based wealth management firm. We are conveniently located near the Dallas Cowboys training facility in Frisco, TX at 6160 Warren Parkway Ste 100 Frisco, TX 75034.
Following our philosophy of sound, family focused planning, we offer a comprehensive set of products and services grounded in:
Risk Reduction
Income Planning
Tax Saving Strategies
Growth to help offset inflation
Why Us?
Excellence isn't enough
Excellent service, solid advice, effective wealth management and integrity are only part of what make us unique.
In our opinion, those are the bare minimum standards every professional should bring to the table. Come experience what makes us unique. We aim to go a little deeper in understanding what you want and need not just provide cookie cutter solutions. We don't just treat our clients like family. Our clients are our families. We understand the importance of proper wealth management and the impact it can have for your life and generations to come. A World Class Experience and our loyal clients/families prove it.
Seminars/Webinars
1.Taxes In Retirement
2. Estate Planning
3. Risk Reduction and Wealth Management
4. Retirement Income and Inflation
Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. Not all products and services offered by Bison are suitable for all investors. All investments contain risks which include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal advisor before investing. EDWARDS FINANCIAL STRATEGIES is a DBA of Bison Wealth, LLC. Edwards Financial Strategies and Bison are not affiliated. Additional information about Bison can be found at [Form ADV] [Form CRS] [Privacy Policy]