About My Practice
Edwards & Owens Wealth Management is an independent financial firm that has been helping our clients establish and maintain their long-term financial goals for a combined 25 years. We believe in the financial planning process as the most effective way to help our clients reach their goals.
The people who work at Edwards & Owens Wealth Management not only have the knowledge and experience to help you pursue your financial goals, but they also extremely client centered. Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Experience
Knowledgeable - Trusted – Independent
We are independent financial planners and we offer comprehensive financial planning for a fee as Investment Adviser Representatives of Commonwealth Financial Network. We provide timely and unbiased advice to our clients. We offer access to the full spectrum of investments and insurance with transparency of fees.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Insurance Licenses
Life insurance: VA, DC, GA, MD ,NY, OR, CA, NC, Fixed annuities: VA, DC, GA, MD, NY, OR, CA, NC, Variable annuities: VA, DC, GA, MD, NY, OR, CA, NC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Asset Managment Specialist
Broker-Dealer Affiliation
Commonwealth Financial Network
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
