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 truly
world class wealth management 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
"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 v Mothew
Everyone has a Risk Number. Click riskaylze below to see if your portfolio fits you!
Edwards Financial Strategies is a DBA of and offers investment advisory services through Bison Advisors, an SEC Registered Investment Adviser. Advisory representatives may also be insurance agents with licensed insurance agencies and receive compensation for products sold. Securities and Insurance products may lose value and are not insured by the FDIC. Bison Advisors analyzes but does not provide legal or tax advice.