Let's discuss your financial future.
Benjamin F. Edwards
Germantown, TN
Financial Advisor Branch Office
3070 Forest Hill Irene Rd Suite 103
Germantown, TN 38138
Phone: 901-236-0910
Toll Free: 833-410-4433
Evans, Templeton, Vaughn Wealth Management Group
OUR APPROACH
One important mission drives our team at the Evans, Templeton, Vaughn Wealth Management Group of Benjamin F. Edwards — “Simplifying & Organizing Financial Lives”. Our team works with individuals, families, and business owners to build, manage, protect and transition wealth. To accomplish this, we have developed and refined a process that will help you put your financial puzzle together. Our process begins with listening to you describe your needs so that we can get a better understanding of what you want to accomplish. We then take an inventory of your current financial situation covering four critical areas:-
- Investments: asset allocation and portfolio construction
- Risk Management: insurance and asset protection
- Liability Management: debt management and income needs
- Estate Planning Strategies: beneficiary planning and family dynamics
Germantown Branch Financial Planning Services:
Our Germantown 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 Germantown, TN Financial Advisory Team
Bruce Evans, CFP®
Managing Director
Phone: 901-236-0910
John Templeton
Managing Director
Phone: 901-236-0910
Zack Vaughn, CFP®
Managing Director
Phone: 901-236-0910
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Senior Registered Financial Client Associate
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Germantown 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.