Edwards Premier Financial Corporation Portfolio Return Q2 2019 - Q1 2025 99.87%
About Edwards Premier Financial Corporation
Planning Futures
Since 1995, our President and CEO Eric Edwards has helped his clients create investment programs and portfolios to meet their financial goals within the banking and investment sectors.
If you have questions about investments, life insurance, retirement accounts, and/or estate planning? One of our licensed investment professionals will be glad to help.
We take pride in providing not only world class financial solutions for our clients, but educating our clients as well.
At Edwards Financial we provide professional services, innovative products, and access to the world's financial markets with our investment partner Interactive Brokers.
Our business partner Interactive Brokers is one of the largest investment firms in the country.
Interactive Brokers currently manages over 385 thousand clients around the world with $86 billion in client equity. Please click the link below to view our partner's current statement of financial condition.https://www.interactivebrokers.com/en/general/about/financials.php
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. We then analyze your goals and compare them to your current portfolio, or create a new Edwards Financial portfolio to better meet your needs.
We then recommend an investment strategy designed to meet your personal risk tolerance short term, intermediate term, or long term.
Once your Edward's Financial account is opened you have total control of your account online or managed by your Investment Advisor.
Our proven approach of combining banking with our client's investment portfolio allow you to manage your Edwards Financial account with a debit card, online access, performing wire transfers, or receiving checks at your discretion.
You are in total control at Edwards Premier Financial Corporation.
Why Us?
Edwards Financial is a fully licensed and credentialed Investment Advisory firm within the United States. Our C.E.O Eric Edwards has 25 years of financial service experience and has held the following financial management positions.
- Investment Executive Berthel Fisher and Company
- First Vice President J.P. Morgan Chase Bank
- Vice President U.S. Bank
- Vice President Park National Bank
- Vice President Bank One
- Vice President First Chicago Bank
- Investment Executive Chatfield Dean Investment Advisors
- Asst. Vice President ABC Bank
You can count on unbiased professional recommendations and impartial guidance at Edwards Premier Financial Corporation.
Eric Edwards President and CEO
Eric Edwards Bio
Watch the power point presentation on Eric Edwards and Edwards Premier Financial Corporation 2024. Please click the learn more button below.
Watch the power point presentation on Eric Edwards and Edwards Premier Financial Corporation 2024. Please click the learn more button below.
Eric Edwards grew up in the city of Chicago. He attended Nash Elementary and Austin High School. Mr. Edwards graduated from The University of Illinois at Chicago with a Bachelors of Science Degree in Finance.
He began his professional career as a stock broker with Chatfield and Dean Investment Advisors in 1995. Mr. Edwards left Chatfield and Dean and started his career at J.P. Morgan Chase Bank in 1996.
During his time at J.P. Morgan Chase Bank he was promoted to the position of First Vice President. In 2006 Mr. Edwards began his community banking career at Park National Bank.
At this time Mr. Edwards began to realize that quality and affordable financial service wasn't being offered to the general public.
In 2016 Mr. Edwards began his mission of providing quality financial services by launching his own independent investment management business with Berthel Fisher and Company Financial Services.
Edwards Premier Financial Corporation was launched in 2019. Mr. Edwards received his Investment Advisor License and successfully partnered with one of the largest investment firms in the United States Interactive Brokers.
Eric is the father of 1 son, and 1 daughter, and a host of grandchildren. He has also volunteered his time to work at The Greater Chicago Food Depository to help stop hunger.
Mr. Edwards also teaches Financial Literacy classes to individuals in undeserved communities with The Prevention Partnership Inc.
He works with young adults to help them develop money management, banking, and basic investment skills to be successful in today's economy.
Watch the power point presentation on Eric Edwards and Edwards Premier Financial Corporation 2024. Please click the learn more button below.
Watch the power point presentation on Eric Edwards and Edwards Premier Financial Corporation 2024. Please click the learn more button below.
Watch the power point presentation on Eric Edwards and Edwards Premier Financial Corporation 2024. Please click the learn more button below.
View The Edwards Premier Financial Corporation Brochure
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INTRODUCTION
Edwards Premier Financial Corporation. (hereafter “Edwards Financial”), is a fee-based Investment Advisor that offers two types of advisory services: Portfolio Management Services and Financial Planning Services.
Edwards Financial is a newly formed investment advisory firm, but the experience, education, and background of its principals and investment adviser representatives (hereafter “IA Reps”) can be found in the accompanying BROCHURE SUPPLEMENT document. Edwards Financial principal owner is: Eric Edwards (hereafter “Eric Edwards”). Eric Edwards owns 100 percent of Edwards Financial company stock. The corporation has been authorized 10 million shares of class A common stock, which 4 million shares are available for purchase at a present par value of $1.00 per share.
INITIAL CONSULTATION
Edwards Financial will begin by providing the client a free initial consultation. Edwards Financial uses the initial consultation to introduce the client to the Edwards Financial firm, its services, staff, gather information, the client’s investment objectives, financial condition, and risk tolerance.
Edwards Financial will then use this information in forming its investment advice and reach an agreement on the terms of service and compensation arrangements.
The consultation must be completed before Edwards Financial will make any specific recommendations about the client’s asset allocation or securities to buy or sell.
At the conclusion of the initial consultation, the client will sign Edwards Financial’ Investment Advisory Agreement, which serves as the contract between the client and Edwards Financial, specifying the precise nature of services to be rendered by Edwards Financial and fees to be paid by the client.
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Investment Products and Services
Mutual Funds
Mutual Funds
Stocks
Mutual Funds
Bitcoin
Bonds
Certificates of Deposit
Certificates of Deposit
Certificates of Deposit
Certificates of Deposit
Exchange Traded Funds
Certificates of Deposit
Certificates of Deposit
Money Market Accounts
Life Insurance
Annuities
College Savings Accounts
College Savings Accounts
College Savings Accounts
Retirement Accounts IRA's
Edwards Premier Financial Corporation 2024
