Each month we publish a free newsletter for our clients and friends with news and fun local events. Edwards & Owens Financial Strategies and Wealth Management specializes in helping individuals and families plan for and reach financial success. We provide financial advice to a select group of pre-retirees and retirees to help them clarify and set their financial goals and wealth management strategies to achieve them.
Our goal is to simplify your financial life so that you can spend your time doing the things you enjoy, rather than worrying about money. Bruce W. Edwards, CFP, AAMS, and Jonathan A. Owens, MBA, have become two of the premier financial planners and advisors in the Ashburn area. They are independent, fee-based advisors who have grown their practice over a combined 30 years of experience.
Our goal is to simplify your financial life so that you can spend your time doing the things you enjoy, rather than worrying about money. Bruce W. Edwards, CFP, AAMS, and Jonathan A. Owens, MBA, have become two of the premier financial planners and advisors in the Ashburn area. They are independent, fee-based advisors who have grown their practice over a combined 30 years of experience.
Services
Bruce is a CERTIFIED FINANCIAL PLANNERTM practitioner, an Accredited Asset Management Specialist, and managing partner of Edwards & Owens Financial Strategies and Wealth Management. Holding FINRA Series 7, 24, 51, and 63 securities registrations, Bruce is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.
People with a total household income of $100,000 or more who own their own homes and have investable assets of greater than $150,000. Our business plan is designed for a limited number of select clientele. This allows us to spend more time helping our clients enhance their quality of life. People who are looking for a trusted relationship with a financial professional.
Janet joined the team of Edwards & Owens Financial Strategies and Wealth management in 2004. Janet is a client service specialist and manages appointment scheduling and client service issues. Janet not only witnessed the growth of a successful firm, she contributed to that growth in many ways, lending a helping hand to our clients whenever needed.
Being independent, while at the same time having the size and national presence of Commonwealth Financial Network (Commonwealth) behind us, is extremely important to Edwards & Owens Financial Strategies and Wealth Management and is one of the instrumental reasons we decided to align ourselves with Commonwealth Financial Network as our broker/dealer.
Over years of hard work, the advisors at Edwards & Owens Financial Strategies and Wealth Management have established professional relationships with ethical and reliable professionals in different fields of the marketplace. In doing this, we hope to serve you in all areas of your financial life, outside of our direct services.
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