Edward Wealth Partners

Edward Wealth Partners provides discretionary and non‑discretionary asset management, hourly financial planning and consulting, referrals to third‑party money managers, and advisory services to retirement plans (including limited ERISA 3(21) fiduciary services). Its client base includes individuals (largely high‑net‑worth), corporations and plan sponsors, and the firm reports roughly $708,000 in assets across 19 client relationships.

The firm’s investment process draws on multiple methods of analysis—fundamental, technical, charting, cyclical analysis and Modern Portfolio Theory—and may employ long‑ and short‑term purchases, option strategies, and margin where appropriate, with client objectives documented in an investment policy and accounts reviewed at least quarterly. When recommended, third‑party managers are selected and monitored, and the firm provides either discretionary or non‑discretionary implementations based on client preference.

Edward Wealth Partners is uncommon among independent peers in two respects: the firm’s principal maintains an affiliated insurance business and spends approximately 50% of his time on that activity, and the firm discloses that advisers may receive insurance commissions and referral fees from third‑party managers, creating potential conflicts that are disclosed and managed. The firm also offers pension consulting/ERISA 3(21) plan services—an offering less common among similar independent advisers—and operates with a relatively small asset base and client count compared with larger firms.