Our Clients

As a young individual, couple or family you might still be deciding what kind of lifestyle you want to build as you move forward. While you dream of your future, we can help you establish a plan and a strong financial foundation. From finding financial independence to possibly retiring early down the road, creating a financial plan while you’re young can be life changing.

When you’re busy with your career and raising a family, planning for your finances can fall to the bottom of the list. We help guide you through planning for things like a work-optional lifestyle, a seamless retirement, and a confident future. Through our services, our team strives to help you increase and preserve wealth for you and your loved ones’ futures. 

Women have unique life experiences, and having someone who can share your perspective can often be a game changer. We work with women of all ages to understand their story, define their ambitions, and create a plan for their unique goals.

We work with LGBTQ+ individuals, couples and families to create effective strategies that lead towards their deepest aspirations. As a firm, we actively welcome the opportunity to work with everyone and enjoy understanding the life experiences and goals that set you apart.

For those who are particularly interested in and care deeply about their impact on the world around us, we are ready to help you align your wealth with your values. At Edwards Wealth Management & Financial Services, our team is skilled when it comes to socially responsible investing (SRI) and investing according to environmental, social and governance (ESG) principles.

Owning a business is time consuming, leaving you without the bandwidth to navigate the complexities of your wealth. At Edwards Wealth Management & Financial Services, we help by managing the details for you and bridging the gap between your business and personal finances. Among the business owners we serve are single practice or group practice attorneys based in Chicago.