Our Firm

Phillip M. Edwards, CFP®

Financial Planning                                                          Tax & Business Consulting

I am committed with helping clients achieve and maintain financial security through sound financial planning

• My experience and industry affiliations enable me to assist and help guide clients in making comprehensive financial decisions that are in their best interest today and in the future.

• As needed, I will coordinate the work of other professionals such as your attorney and accountant.

• Client information is always treated as strictly confidential.