Certified Financial Fiduciary® · Peckville, PA · Since 1996

Plan for the life you’ve worked for.

As a Certified Financial Fiduciary®, we are obligated to place our clients’ interests ahead of our own — in financial planning, retirement, and investment services since 1996.

Our Process: Client First Clarity™

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↓ Form CRS (PDF)

Our Mission

Keeping our Client First.

Our mission is to always put the best interest of each client first. We strive to help you accomplish your financial goals through our comprehensive financial services — built on transparency, education, and a genuine relationship.

Owen Edwards, Certified Financial Fiduciary

Get to Know Owen Edwards

A trusted neighbor, committed to your financial freedom.

Owen Edwards, Certified Financial Fiduciary® serves individuals, families, and business owners throughout Northeastern Pennsylvania and nationwide.

In his 30th year, Owen is known for his educational, client-first approach and his dedication to helping clients gain clarity and confidence to make informed financial decisions.

Certified Financial Fiduciary® (CF2)—issued by the National Association of Certified Financial Fiduciaries.

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What We Do

Comprehensive financial services

We guide clients to and through retirement — coordinated under one trusted fiduciary roof.

Retirement Income Strategies

Let us help you seek stable long term income.
Financial Planning & Investment Management

Intelligent, proactive, and simple money management.
Social Security Maximization

Optimize when and how you file to keep more income.
Life Insurance

An efficient, tax-free way to transfer wealth.
Legacy Planning

Protect and pass on the legacy you’ve built.
IRA / 401(k) Rollover

More options to grow and protect retirement dollars.
Fixed Index Annuities & Annuities for Retirement Income

Certain annuities can help provide steadier income while seeking to reduce market downside.