Brian Edwards

I have been in the financial services industry since 2012. My focus is helping families, individuals, as well as businesses and their owners meet their specific financial goals. I believe that as a financial advisor, it is my job to assist and guide you by focusing on helping solve your financial problems through effective and efficient strategies. My approach to this is to offer solutions and recommendations based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals. I address both sides of the balance sheet including retirement plan solutions for families and individuals as well as solutions for business owners. In addition to providing traditional advice and guidance, I help clients pursue their investment objectives by taking a holistic view at their financial situation. Keys to this approach include establishing their life goals, evaluating where they want to go and studying the best approach to reaching that goal. A truly goals-based approach requires this type of discipline that aligns all clients' assets and liabilities toward clients' life priorities and goals. I live in Mustang, Oklahoma where I am married and have four children.