Our goal is to help you implement a plan with multiple strategies to reduce risk for various possible outcomes, without apprehension. There is no one-size-fits-all solution when it comes to planning for your future. To do so we have developed and refined our own process called the Via Appia FORMula which is designed to continuously adjust and monitor your critical life and financial events to keep your plan on track.
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Our team focuses on meeting the needs primarily for successful families and a select group of individuals who, among other things, aspire to a work optional lifestyle and have the desire to secure a family investment legacy for second and third generations to come.
Our Other Professional Resources
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
Our Strategic Partners Include:
- Estate Planning Attorneys
- Elder Law Attorneys
- Retirement Plan Administrators
- Certified Public Accountants
- Business Law Attorneys
- Business Valuation Professionals
Benjamin F. Edwards was born out of the desire to find a better way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the Via Appia FORMula, helps you pursue your financial independence. Having developed and refined this process, some things have become clear … “Financial Independence is the ability to live from the income of your own personal resources.”
At Benjamin F. Edwards, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.
-Jim Rohn
Our team focuses on meeting the needs primarily for successful families and a select group of individuals who, among other things, aspire to a work optional lifestyle and have the desire to secure a family investment legacy for second and third generations to come.
We engage in panoramic financial planning in the context of a long-term partnership with you through our own process, the Via Appia FORMula. To maintain a successful working relationship, one where we can help you achieve your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.
We Will Always:
- Acquire and maintain a thorough understanding of your financial goals
- Update your current financial information as your life unfolds and needs evolve
- Carefully determine and monitor your investment risk and time-frame
- Explain the implications of all recommended financial planning strategies
- Update you as appropriate by appointment, email, mail and phone
- Hold regular strategic assessment meetings to monitor your financial plan
- Act as your primary financial advisor and steward of your financial future
- Coordinate with other financial professionals when your plan requires it
Having a solid partnership is essential to effective financial planning. To this end, our stewardship framework is designed to keep us informed of any new developments that might affect these strategies. There is no winging it; nothing is left to chance.
About Us
Dawn Pilipchuk-Kruth, AAMS
Nickolas Pilipchuk
Brian Persson, CRPC
Dawn Pilipchuk-Kruth, AAMS
Dawn joined Benjamin F. Edwards & Co. in 2013 and helped open the firm’s Waterloo office. She started her financial services career in 1996 when she began working with her father, Richard Pilipchuk, in Waterloo at A.G. Edwards. During her first 24 months as an advisor, Dawn was recognized for being in the top five percent of her class. Also active in the community, Dawn serves as a board trustee for the Mercy One foundation. When she’s not spending time with her family and three fur babies, you can find her enjoying the outdoors, whether it’s trying to keep up with her son playing golf, boating or traveling to find a beach. She also enjoys spinning classes on her Peloton.
Nickolas Pilipchuk
Before joining Benjamin F. Edwards & Co. in 2013, Nick worked in sales and managed an industrial wholesale company in Cedar Falls and Des Moines areas for about 10 years. In 2011, he joined his sister, Dawn, as a financial advisor. In doing so, together they became the second generation of Pilipchuks advising clients on financial matters. Their father started his career in the industry in 1968. When Nick is not working, he enjoys spending time with his daughter, Kloe. He is an extreme fan of University of Iowa football and basketball. Nick enjoys traveling and talking about his passion for cars, and loves to play golf – just not particularly well.
Brian Persson, CRPC
Brian joined Benjamin F. Edwards & Co. in 2014. He moved into the financial services industry in 2001 after working for a number of years in internal auditing for a large mortgage company. Brian and his wife, Liza, have two adult children, Alexis and Drew. When he’s not spending time with his family, he enjoys playing golf. Brian also serves on the board for the East High School Athletic Alumni committee in Waterloo.
Contact
P: 319-233-3297
TF: 855-404-3297
116 East 4th St.
Waterloo, IA 50703
