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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.
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.
joe@edgewoodwealth.com
(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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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.
Read Full Biojoe@edgewoodwealth.com
(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. I met my wife, Heather, when I was a child. She grew up in the house across the street. We were fast friends, then forever partners. The town was small, but the impact on my life was enormous.
I went to the University of Alabama in 1991, where I studied Organizational Communication and Political Science. One of my passions to this day is debate. I had the honor of being a part of Alabama’s national championship debate team as the Captain and became a Debate All-American. After college, I was a debate coach and worked with local high-school and college debate teams, which really unlocked my passion for education and leadership. I quickly realized that I had a talent for education and leadership, but I was not sure what industry would be best to pursue. Given my expertise in economics, I decided to explore the financial sector. I applied at several firms hoping to start a career as a financial advisor. After making it through the entire interview process at one of the major wire houses, the hiring director decided not to hire me because he felt “I looked too young and no one would trust me with their money.”
Tail between my legs, I decided to start a career at a startup software company. I was one of 8 employees, so I had the opportunity to apply my entrepreneurial spirit and help the company grow. Through that time, I built and led and internal sales team focusing on service, communication, and expertise in technology. This part of my career taught me a myriad of lessons, but also reaffirmed what I knew in my heart. I could do more for my community and there was a need for good financial advice. So, I decided to make a jump in my late 30s and start my career over, as a financial advisor.
I found a firm that I liked and that would allow me to be independent, I made the decision to start my practice in early 2008. Yes…two months before the crash of 2008 and the subsequent Great Recession. You can imagine the worry my wife felt during this time, but I knew it was the right thing to do and, in the end, we were absolutely right. Over the next 4 years, we focused on helping, serving, communicating, and being there to help people through a very rocky time for our economy and it was truly special.
In 2012, my wife and I decided it was time to make another big decision. This time is was to make a move to a new community. After spending time in Edgewood, we knew we wanted to build our lives here and boy was that the best decision we have ever made. Edgewood is tight-knit, vibrant, full of energy, and a wonderful place to call home. From walking to grab a bite to eat at a local restaurant to summer block parties to afternoon strolls through the maze of beautiful houses, we absolutely love it and so does everyone around us. It is the epitome of a what it means to connect deeply, giving us the opportunity to cultivate rich relationships and bonds that go beyond the scope of being a good neighbor. Our community is like family and we are lucky enough to call many of those friends, clients.
Our goal is simple, to make the complex parts of your financial future simple. Everything we do is founded in helping you understand the path to reach your goals. No gimic is going to help you achieve your goals. It takes planning, communication, education, compassion, and understanding. We promise to always do what is right for you. Your financial life is unique and our job is to create a plan with your goals, needs, and dream at the center. One of my greatest joys is when I get to meet with a client, and I see the relief they feel when they realize that they are on the right track. You can see the stress leave their eyes. That makes it all worth it and is what drives me to bring my absolute best every day.
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.
Jennifer’s professional journey saw her dedicating nearly 12 years to a previous Registered Investment Advisor (RIA) firm before she found her new home at RFG Advisory. Her dedication to her work shines through in her passion for client service. She strives to provide a pleasant experience for her clients, helping them feel supported and cared for.
Jennifer holds an associate degree in paralegal services, an achievement earned through an online college. As for her personal interests, she finds solace in the pages of a good book, cherishes quality time spent with family, enjoys the great outdoors with her dog, and has a wanderlust that leads her to explore new destinations whenever she can. Jennifer’s life is a blend of professional dedication and a deep appreciation for the simple joys of life.
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.
