In The MEDIA
AS FEATURED IN
Naples Financial Advisor Earns Recognition for Impact on High-net-worth Families and Their Wealth
Rob Edwards, Managing Director and Senior PIM® Portfolio Manager at Edwards Asset Management, has been named to the 2025 Forbes Best-in-State Wealth Advisors list, a prestigious ranking recognizing top financial advisors across the country who demonstrate exceptional expertise, integrity, and client dedication.
Meet Rob Edwards
We caught up with the brilliant and insightful Rob Edwards a few weeks ago and have shared our conversation below.
Beyond the 401(k): 3 Strategies To Retire Comfortably and Still Leave Money Behind
For many Americans, having a plan to leave money for their loved ones is a priority. According to a recent Empower survey, 40% of Americans say that leaving an inheritance for their children is part of having a happy retirement.
Retirement Accounts You Should Consider
Take a look at the many types of retirement plans available in today’s market.