Edwards Asset Management Welcomes Shoaf Wealth Management, Creating a Stronger Future for Clients Through Expanded Resources and Continuity
Edwards Asset Management has announced the successful transition of Shoaf Wealth Management to Edwards Asset Management, bringing together two respected wealth management practices that share a common philosophy of personalized advice, long-term relationships, and disciplined stewardship of client wealth.
Rob Edwards Named as One of 2025 Forbes Best-in-State Wealth Advisors
Rob Edwards, Managing Director and Senior PIM® Portfolio Manager at Edwards Asset Management, has been named to the 2025 Forbes Best-in-State Wealth Advisors list, a prestigious ranking recognizing top financial advisors across the country who demonstrate exceptional expertise, integrity, and client dedication.
