The Edwards Group at Morgan Stanley

About Us

We are deeply rooted in our mission to be the guardian of your prosperity through good times and bad for this generation and the next. We provide our clients with confidence and clarity in planning for their financial future. Over three decades, we have refined our process, expanded our services and built a model that provides a tailored and holistic experience.

Our advisor team offers experience in personal financial and retirement planning, business planning and corporate services and non-profit asset management. In each of these areas we offer wealth management strategies for a myriad of financial situations.

While we started as a brother/sister team, today’s much larger team continues to embrace the meaning of the surname Edwards, which traces its origins back to England in 900 a.d. Its root words, “ead” and “ward” mean prosperity and fortune, guardian and protector respectively. Centuries later, The Edwards Group shares this philosophy and remains driven by this purpose.