Broker Check

Who We Are

Meet Our Team

Jonathan Edwards, CFP®, RICP®

Founder and Wealth Advisor


Jon is a dedicated financial planner with 16+ years of experience, committed to securing your retirement. Co-founder of Edwards Wealth Management, he's passionate about lifelong learning and enjoys outdoor activities.

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Jim K. Edwards, CFP®

Wealth Advisor


Jim has helped people plan for retirement for 26+ years and holds CFP® and CPA designations. His "first career" was in public accounting where he spent 25 years at KPMG. He enjoys outdoor activities, traveling, and ham radio.

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