If someone is important to you, then they are important to our team.
The team at The Kelleher Group of Edwards Asset Management recognizes the importance of having a trusted advisor to provide sound financial advice and guidance as questions arise. If you have a friend or family member who has a simple question, or if they need assistance with comprehensive investment planning, the team is happy to meet with them to answer their questions and to determine if there is a mutual fit for an ongoing advisory relationship.
