The Edwards Group

At The Edwards Group, we take a personalized and comprehensive approach to wealth management—starting by listening closely to your needs and understanding your vision for the future. Through our Goals-Based Wealth Management process, we collaborate with you to define, visualize, and pursue a path aligned with your priorities and risk tolerance. By leveraging the investment insights of Merrill and the banking capabilities of Bank of America, we help address the various aspects of your financial life. Our team is driven by a deep commitment to exceptional service and a passion for helping you achieve what matters most.