Our Services

Your needs are the focus of everything we do.  With that in mind, we will explore your goals and develop a custom approach that may include the following:

  • Wealth Accumulation, Preservation and Transfer
  • Retirement
  • College Funding Options
  • Risk Management
  • Longevity Planning

To accomplish your objectives, we offer the services below:

  • Investment Management
  • Risk Management Methods
  • Retirement Income Planning
  • Estate Planning Strategies*
  • Concentrated Equity Management
  • Tax Planning Approaches*
  • Family Protection Planning
  • Longevity Protection
























*Benjamin F. Edwards & Co does not offer tax or legal advice.  Please consult your tax or legal advisor for additional guidance tailored to your specific situation.


2018-1218 Exp. 7/31/2021