Our Mission Statement


To empower our financial advisors with the freedom to address their clients’ needs as they see fit in an atmosphere grounded in trust, integrity and mutual respect. We are committed to client-first service, and support our financial advisors with the comprehensive resources they need to provide the informed and objective financial advice their clients deserve.


We accomplish our mission by aligning our employees towards the relentless pursuit of our client-first mission and vision every day. Our business model incorporates progressive technology and high-quality industry partnerships. It is a model built on a cultural foundation that is entrepreneurial, which enables us to adapt dynamically as our clients’ needs change and our industry evolves.


We achieve our mission and execute our approach based on generations of knowledge, conviction and success. Our character is shaped by the following deeply-held core values – embraced by all – that have guided the Edwards family’s approach to business for more than 125 years:

 The Golden Rule We treat others the way we want to be treated.

Independence We cherish and are committed to protect the company we own, the culture it fosters and the autonomy it provides to accomplish our mission.

Accessibility Our leadership team is approachable and available. We welcome, expect and encourage feedback from our clients and our employees.

Striving for Excellence We enjoy what we do and work together collaboratively to deliver superior results for our clients, employees and our shareholders. We firmly believe that our success today will drive the accomplishments of tomorrow.

Having Fun We wholeheartedly celebrate our successes – together, and have fun doing it.