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matthew.l.edwards@lpl.com
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Welcome To
Edwards Unity
Wealth Planning

Relationships Focused on Trust, Founded Through Expertise.

Life moves pretty quickly. Take that first step to enjoying your time in the fast lane. Speak with us today, to plan for tomorrow.

Relationships Focused on Trust, Founded Through Expertise.

Life moves pretty quickly. Take that first step to enjoying your time in the fast lane. Speak with us today, to plan for tomorrow.

Relationships Focused on Trust, Founded Through Expertise.

Life moves pretty quickly. Take that first step to enjoying your time in the fast lane. Speak with us today, to plan for tomorrow.

Relationships Focused on Trust, Founded Through Expertise.

Life moves pretty quickly. Take that first step to enjoying your time in the fast lane. Speak with us today, to plan for tomorrow.

Relationships Focused on Trust, Founded Through Expertise.

Life moves pretty quickly. Take that first step to enjoying your time in the fast lane. Speak with us today, to plan for tomorrow.

A Client-Centered Approach

We offer a wide variety of services all geared to help you with your financial goals. Learn more about what we can do for you.

Financial Planning

A comprehensive plan that addresses your short-and long-term financial goals.  

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Wealth Management

A customized strategy to manage your financial assets and investments in order to pursue your future goals.

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Legacy Planning

Ensure you can leave your legacy behind and impact your family's financial future. 

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Your Journey To Financial Independence Starts Here

At our core, we're more than financial advisors; we're lifelong partners on your journey to financial success. With a proven track record of fostering lasting client relationships and delivering results, we aim to be your steadfast partner in navigating the complexities of wealth management.

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Knowledge Leads To Financial Freedom

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Weekly Market Commentary

Weekly Market Commentary

Thoughtful insight on market news

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LPL Research

LPL Research

Helpful documents provided by the LPL Research Team

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Resource Library

Resource Library

Curated articles, videos, and more for a financially savvier you

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Blog

Blog

Stay up to date on the latest firm news

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Our Approach Built For You

When it comes to money, everyone has different goals and hopes. Some people may want to spend retirement traveling while others want to invest in a new passion. No two people are the same, so investment plans have to be just as unique. Wherever you're headed, we can find the right financial strategies to get you there.

Strategies Designed For Your Goals

To achieve financial success, it is important to coordinate and plan across all areas of your financial life. We combine various strategies into a comprehensive plan tailored for you. By aligning these elements, we create a tailored blueprint to address your unique financial needs.

How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Let's Talk. Take The First Step Here.

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