Let's discuss your financial future.
Benjamin F. Edwards
Naples, FL
Financial Advisor Branch Office
850 Park Shore Dr Ste 204
Naples, FL 34103
Phone: 239-354-7438
Our Approach
We firmly embrace the belief of putting our clients first and working with them in an atmosphere characterized by trust, integrity, and mutual respect. These are the principles we rely on when we work with clients to develop a financial plan designed to meet their monetary goals and objectives. Our client-first commitment to you begins by asking questions, listening to your responses, and learning what is important to you. We will work with you to develop a personalized, goals-based financial plan, taking into account your complete financial picture, investment time horizon while engaging a level of risk that is comfortable for you. Life is ever-evolving, and together we will continuously monitor and adjust your financial plan as your needs and goals change or when opportunities in the markets present themselves. We look forward to the opportunity to help you with your financial future.Our Background
We were drawn to Benjamin F. Edwards by their client-centered approach, and in 2019, we were honored by the opportunity to help establish an office for the firm in Naples along with our client service associate, Delfina Buenrostro. Our three-person team has over 60 years of combined experience in the financial services industry. Since beginning our careers, we have all been passionate about educating clients and aiding them in the development of comprehensive financial plans that help them achieve their financial goals.Areas of Focus
- Financial Planning Strategies
- Portfolio Management
- Education Planning Strategies
- Estate Planning Strategies
- Insurance Review and Needs Assessment
- Behavioral Coaching to Help Maintain a Focus on Goals
- Coordinating with your CPA and Attorney
Naples Branch Financial Planning Services:
Our Naples branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Asset Allocation
- Portfolio Construction
- Education Planning Strategies
- Financial Planning
- Retirement & Social Security Planning Strategies
- Business Owner Services
- Trust & Estate Planning Strategies
- Insurance Solutions
Benjamin F. Edwards & Co. is not engaged in rendering legal, accounting or tax preparation services. Specific questions on taxes or legal matters as they relate to your individual situation should be directed to your tax or legal professional.
Meet the Naples, FL Financial Advisory Team
Wayne Meland
Senior Vice President – Investments
Phone: 239-354-7432
Thomas C. Kahl, CFA®
Senior Vice President – Investments
Phone: 239-354-7432
Delfina Buenrostro, CFP®
Senior Registered Financial Client Associate
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Naples branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first and helping them reach their financial goals.