Lin Edwards, CF2, ChFC®, CLU®, AAMS, COFA, CPFA

About Lin Edwards

Professional Profile
Lin A. Edwards, AAMS®, CDFA®, CRPC®, ChFC®, QPFA®, CLU®
Managing Director
 
I service a select group of families, business owners/entrepreneurs, and executives. My mission is to be an essential and trusted advisor to clients as they pursue their vision of financial success. My commitment to this mission is defined by three core principles:
I. Consultative Approach – Through discovery that helps clients discuss, clarify, and prioritize their financial objectives. An interactive wealth management planning process that helps clients see where they stand today along with a clear path to goals achievement. A commitment to educating clients helps simplify complex issues and ease decision-making. Benefit: Clients experience the confidence that comes from having clarity / structure in their financial lives.
II. Goals-Based Strategies – Experience, teamwork, and training allows us to innovate and bring a meaningful perspective. A clear investment philosophy combined with proven principles results in portfolios tied to clients’ stated objectives. Willingness to work with other professionals and leverage global resources brings customized solutions based upon your risk tolerance, time horizon, liquidity needs and investment goals. Benefit: Clients feel more at ease knowing that their advisor is a financial steward.
III. Personal Attention – Working with a select number of clients helps ensure accessibility and responsiveness. Proactive reviews and regular communication help make sense of financial markets and keep our clients on track.