Broker Check
Jonathan Edwards, CFP®, RICP®

Jonathan Edwards, CFP®, RICP®

Founder and Wealth Advisor

“You only get to retire once and the decisions you make today will influence your standard of living for the rest of your life.”

After seeing friends and family struggle with money and get bad retirement advice when he knew they could do much better, Jon devoted his career to helping others avoid this struggle. He focuses on helping people take proper actions before it becomes too late in life to enjoy a full retirement.

Jon knows that with retirement planning comes the potential for anxiety, as people have concerns about their money lasting the rest of their lives. His goal is to help address those anxieties and to provide planning strategies and options that help them achieve a more comfortable retirement mindset.

Jon is a 2006 graduate of the University of Arizona, where he studied business administration. Since then, he has devoted his career to financial planning, distribution planning and managing client money. He first worked with Jim and Jan at UBS Financial Services followed by 9 years at Morgan Stanley.  Given the modern landscape, Jon realized the tremendous client benefits an independent firm could provide to clients and started Edwards Wealth Management in 2019.

Jon was born and raised in Phoenix, Arizona. Outside the office, he relishes his time on the open water, often going to the beach or boating on the lake with friends and family. He also is quite active and enjoys CrossFit, yoga, hiking, getting outdoors and experiencing the beauty that Arizona has to offer. 

In a demonstration of his commitment to lifelong learning, Jon is both a Certified Financial Planner (CFP®), and a Retirement Income Certified Professional (RICP®).  Jon has been helping clients to build retirement plans for over 16 years.  Jon gets much satisfaction from helping people with their money and has been featured on KPNX channel 12 with Emily Pritchard for “Money Saving Monday” educational segments.