Benjamin F. Edwards
Rome, GA
Financial Advisor Branch Office
1605 NW Martha Berry Blvd
Rome, GA 30165
Phone: 706-292-3600
Toll Free: 855-292-6255
Our Approach
“Treat your clients the way you want to be treated” is the ideological cornerstone of our financial services practice. It’s also an approach to client service shared by our firm, Benjamin F. Edwards.
Our process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.
Together, Jimmy Smith and Scott Wood formed Smith & Wood Wealth Management — along with our associate Marsha Mayben. Whether you’re planning to send a loved one to school, preparing for retirement, or passing your wealth to the next generation, we have over 50 years of combined financial services experience to implement investment strategies that will help you move smoothly through life’s transitions. We provide top-notch client service and quality advice, today, tomorrow and in the many years ahead. Rome Branch Financial Planning Services:
Our Rome 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 Rome, GA Financial Advisory Team
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Rome 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.