Edwards Financial & Insurance Services

Diana Edwards is a financial advisor with Edwards Financial & Insurance Services, holding a Series 65 license and five years of industry experience. She previously worked at Appreciation Financial and HealthMarkets. Outside of her advisory role, Edwards serves as Secretary for the Canyon Creek Preserve Homeowners Association. Edwards Financial & Insurance Services serves retail individual clients with model-based portfolio management and comprehensive financial planning, including estate, retirement, and charitable giving advice. The firm uses low-cost ETFs and mutual funds in firm-developed model portfolios, relying on fundamental analysis and continuous supervision.

Robert Edwards is a financial advisor at Edwards Financial & Insurance Services in Helotes, TX, holding a Series 65 designation with six years of industry experience. Prior to his current role, he worked at Verity Asset Management’s Encompass More division and Appreciation Financial. Outside of advising, Edwards is employed as a sales manager at Amdocs, a non-investment-related business. Edwards Financial & Insurance Services serves retail individual clients by offering model-based portfolio management combined with comprehensive financial, estate, and retirement planning, as well as charitable giving advice and cash management. The firm primarily uses low-cost ETFs and mutual funds in its model portfolios and employs fundamental analysis, managing approximately $3.5 million across about 150 client accounts without imposing an account minimum.