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Building relationships and trust are at the heart of everything we do.

We’re not here to impress. We’re here to help you achieve your goals.

When it comes to improving your finances and planning for the future, you don’t need a bunch of fancy graphs and charts. You don’t need industry jargon and Wall Street speak. You need straightforward, goal-oriented planning and strategies. No bells and whistles, just results. And that’s exactly what you’ll get at Edgewood Wealth Advisors.

We listen to your story. We speak your language. We create a crystal clear, step-by-step plan for improving your finances and achieving your objectives. And we make sure you completely understand all aspects of your finances, your plan, and what we’re doing for you. Because it’s your money and your future. You need to understand what’s going on.

Meet Our Team

We also earn your trust and become your partner and friend. Truth is, many times when we meet with our clients, we’ll spend more time catching up than talking about money. To us, there’s nothing transactional about what we do. Because we’re not here to earn a commission. We’re here to build a relationship and help you live life your way.

Financial Advisor

Joe Stephens, CFP®
(205) 769-6030

One of the most important things to me in my life is community. Growing up in a small town, my family owned a grocery store right outside of Tuscaloosa. It was our second home, the aisles were my playground, the parking lot my back yard, and the people of my community were like family. I learned about empathy, compassion, and how to exercise kindness as I grew up, working alongside family to serve our community.

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Joe Stephens
Client Service Associate

Jennifer Lawrence

Jennifer, a lifelong resident of the Birmingham, AL area, currently calls Helena, AL home. She shares her life with her loving husband, a furry friend and two charming cats. Her journey began as a bank teller, a role she took on early in her career. However, since 2005, she has found her true calling in the world of asset management.

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Learn More About Our Approach

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our business so that we can spend our time doing what we love — serving you, our clients. Click here for more information on these awards.

  • Forbe's Top 100 RIA Firms
  • Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

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