Our Services

Christopher Edwards Financial Associates and our strategic partners specialize in wealth management, wealth accumulation, and wealth preservation as components of a comprehensive and integrated financial planning process to managing your financial life plan.  The essence of proper planning is identifying and priortizing your life goals.  Developing a plan to help pursue these goals while maintaining your true vision of "wealth" is at the heart of what we do for our clients. 

Christopher Edwards Financial Associates provides you the ability to organize all your advisors and assets in a consolidated system where all critical information can be accessed in the same place at the same time.  A seamless platform is available through which all your financial matters may be managed.


Consolidate, Organize, and Integrate your Financial Life:
  • Financial Goals/Plans
  • Balance sheet/Net Worth statements
  • Asset Allocation Strategy
  • Account Aggregation
  • Cash Flow/Retirement Models
  • Tax Planning
  • Risk Management and Planning
  • Insurance Coverages and Summary
  • Estate Planning Strategies
 Benefits to Christopher Edwards Financial Associates Clients:
  • Immediate access to all financial related matters in a single location.
  • Timely information.
  • Your accounts and assets are always current.
  • Your balance sheets are updated daily.
  • Broad based experience
  • Comprehensive analysis.



Our Service Philosophy

We work as a team.  We have a staff of highly competent people who work side by side with us striving to ensure our clients receive the best possible service.

  • Our clients are the most important people in our office, whether visiting in person, by mail or by phone;
  • Our clients are not dependent on us...we are dependent on them.
  • Our clients are not an interruption of our work, they are the purpose of it.  We are happy to handle their inquiries...we are grateful for the opportunity to earn their business.
  • Our clients rely on us to help them prosper. It is our job to do so.
  • Our clients will receive objective advice, based on the information and financial objectives they provide.
  • Our clients personal information is kept strictly confidentiality. Since our business is based on referrals, it is imperative to us that we maintain the strictest confidentiality in all instances.  While you may know of several clients with whom we work, we do not discuss the specifics of any situation under any circumstances.
  • Our clients will receive courteous service from every member of our team.
  • Our clients phone calls will be responded to promptly ...most on the same day, or under unforeseen circumstances, within 24 hours by at least one member of our team.








What We Do

What We Do

  • Listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
  • Evaluate your financial goals, risk tolerance, time horizons, liquidity, income needs, and other pertinent information.
  • If applicable, evaluate your current portfolio to determine which investments are suitable based on your specific parameters and competitive alternatives.
  • Design and implement a portfolio tailored to your particular guidelines.
  • Monitor your investments on an ongoing basis.
  • Make specific recommendations regarding adjustments to your portfolio based on our best professional evaluation of changes in your personal situation and economic and market conditions.
  • Provide you with an implementation schedule for our recommendations as assurance that every strategy you choose to implement is accomplished.
  • Coordinate your legal and tax work among your various advisors or refer you to attorneys  and CPAs.


What We Will Not Do

  • Provide legal or tax advice.
  • Guarantee a rate of return or against loss of principal.
  • Avoid your questions.


What You Will Receive

  • Quarterly Portfolio Performance Reports.
  • Our weekly “Market Commentary” if e-mail provided.
  • Specific allocation recommendations, as necessary.
  • Specific security recommendations, as necessary.
  • Reviews as required to be sure you are on track to pursue your objectives.