Naples Financial Advisors

You've Built the Wealth. Now Let's Build the Plan.

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Edwards Asset Management provides comprehensive wealth management and financial guidance for individuals, families, business owners, executives, and retirees in Naples, FL, and clients across the country.

Our team works with clients to understand their financial priorities, coordinate complex decisions, and develop personalized strategies based on their circumstances and goals, no matter where they're located.

$3.2B Assets under management*
35+ Team members*
Core 4 Dedicated to every client

*As of 8/17/26

Our approach

Experienced Financial Advisors in Naples, FL Who Listen

We listen first.

Our Naples financial advisors take the time to learn about your financial picture, priorities, concerns, and long-term objectives before making recommendations.

One coordinated relationship.

We provide coordinated wealth management designed to address multiple areas of your financial life through one ongoing advisory relationship, whether you meet with us in person in Naples or work with our team remotely from anywhere in the country.

Meet Our Team

In the Media

Wealth Management Perspectives

Markets, economic conditions, and financial policy can affect investment and planning decisions over time.

Bob Edwards regularly provides commentary to national financial publications on market conditions, economic developments, and issues relevant to investors across the country.

MarketWatch
“It used to be, when the markets moved too far, people started asking about buying Treasurys.”

Why global central banks are pulling gold out of New York

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FORTUNE
“Respect the bull market, but expect the sawtooth pattern higher to continue.”

The outlook for markets through year-end

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Barron’s
“With 2027 earnings estimates moving toward $400 or more, the arithmetic supports it.”

Why the S&P 500 could move higher

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Bob Edwards Chief Executive Officer & Chief Investment Officer

View all media insights

Third-party publications are not affiliated with Edwards Asset Management or Wells Fargo Advisors Financial Network. Links open external websites.

Personalized Wealth Management in Naples

We serve clients across different stages of wealth, with financial guidance shaped around their priorities, responsibilities, and long-term goals, regardless of where they live.

Wealth Planning for Business Owners

Edwards Asset Management helps business owners consider cash flow, personal investments, retirement priorities, ownership transitions, succession considerations, and other financial decisions within a broader planning framework.

Wealth Management for Executives & Professionals

Executives and professionals may need to coordinate compensation, investment accounts, employer benefits, equity holdings, retirement assets, and other financial priorities.

We help clients evaluate these components together and develop a financial strategy based on their goals, resources, time horizon, and individual circumstances, no matter their location.

Wealth Management for Naples Families & High-Net-Worth Individuals

Edwards Asset Management provides wealth management supported by a multidisciplinary team and the resources of a national financial organization, while maintaining a local advisory presence in Naples and serving clients nationwide.

Depending on the client's needs, this may include coordination around investments, retirement, estate considerations, charitable priorities, and family financial goals.

Wealth Planning for Retirees & Pre-Retirees in Naples

As retirement approaches, financial priorities can shift from accumulation toward income, distributions, liquidity, and long-term financial needs.

Edwards Asset Management helps retirees and pre-retirees evaluate how retirement assets, income sources, investments, spending needs, and other financial considerations fit together.

Why Choose Us?

Why Choose Us?

Edwards Asset Management provides wealth management supported by a multidisciplinary team and the resources of a national financial organization, while maintaining a local advisory presence.

Our team works across investment management, wealth planning, retirement considerations, business-owner planning, estate planning strategies, and other areas of wealth management.

Your path forward

Our Wealth Planning Process

Our process is designed to establish a clear understanding of your financial circumstances before recommendations are developed, whether we're working with you in person or remotely.

Each relationship begins with gathering information, identifying objectives, evaluating financial needs, and determining an appropriate path forward. As circumstances change, recommendations and strategies can be reviewed and adjusted when appropriate.

Step 01

Discovery & Financial Goal Setting

We begin by discussing your current financial position, goals, concerns, priorities, and expectations.

This initial discovery process helps establish the information needed to evaluate your financial circumstances and determine which areas may require further planning.

Step 02

Financial Analysis & Personalized Plan Recommendations

After gathering relevant information, our team reviews your financial position and evaluates the factors that may affect your objectives.

Recommendations are developed based on your individual circumstances, resources, time horizon, financial needs, and other relevant considerations.

Step 03

Wealth Plan Review & Partnership Agreement

We review recommendations with you, discuss relevant considerations, and address questions before moving forward.

This stage establishes the scope of the advisory relationship and helps ensure both the client and advisory team understand the agreed financial strategy.

Step 04

Account Setup & Wealth Planning Onboarding

When new accounts or services are required, our team assists with the account-opening and onboarding process.

We help coordinate the necessary information, documentation, and account transitions involved in implementing the agreed strategy.

Step 05

Implementation & Ongoing Financial Advice

Wealth planning is not limited to an initial recommendation.

Edwards Asset Management continues to review relevant financial information, investment positioning, planning priorities, and changes in client circumstances over time. Recommendations may be adjusted when financial needs, objectives, or market conditions change.

Your next chapter. A plan built around you.

Start a Conversation With Edwards Asset Management

If you are looking for a financial advisor in Naples, FL, or anywhere else in the country, Edwards Asset Management can help you evaluate your financial circumstances, identify relevant planning considerations, and determine appropriate next steps.

Schedule a Meeting With Our Naples Team

Latest insights

Clear thinking for the decisions ahead.

Timely perspective on retirement income, taxes, Social Security, and the choices that shape your financial life.

A couple planning the final three years before retirement with an advisor in a Naples office
Featured insightRetirement Planning10 min read

The Three Years Before Retirement

A practical countdown for coordinating spending, income, taxes, healthcare, and investments before the paychecks stop.

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A retired couple calmly reviewing a market-downturn plan with an advisor in a South Florida office
Retirement Risk7 min read

What If the Market Falls Just After You Retire?

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A retired couple discussing healthcare costs with an advisor in a Naples office
Healthcare & Retirement8 min read

What Will Healthcare Really Cost in Retirement?

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Explore the full Insights Hub for more perspectives on retirement, income, taxes, Social Security, and legacy planning.

View all insights

Financial Advisor Offices in Naples, Fort Lauderdale & Albany

Whether you're in Naples, Fort Lauderdale, or Albany, your Edwards team is close by and ready to serve you.

HeadquartersNaples, FL

Headquarters
Naples, FL

5811 Pelican Bay Blvd, Suite 600
Naples, Florida 34108
(239) 264-1000

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Fort Lauderdale, FL

Fort Lauderdale, FL

110 SE 6th Street, Suite 3000
Fort Lauderdale, Florida 33301
(954) 820-8240

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Albany, NY

Albany, NY

4 Tower Place, 9th Floor
Albany, New York 12203
(518) 971-8480

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Let's Talk
The Right Conversation
Starts Here.

Take the first step toward a clearer financial future. No pressure, no pitch — just a straightforward conversation about where you are and where you want to go.

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