Services

Service
Hanson-Fisher Wealth Management is a part of Benjamin F. Edwards, a full-service brokerage firm. We are not bound by proprietary products giving us the ability to build your portfolio and meet your needs objectively.
Comprehensive Financial Planning
Complete goal analysis
Retirement income projections
Estate planning strategies
Legacy & wealth transfer planning
Robust, interactive, digital financial goal plans
Investment Management & Strategy
Access to premier investment management firms
Investment strategy development
Custom mutual fund and exchange traded fund strategies
Client-directed and discretionary private portfolio creation
Increasing dividend equity investments
Strategies for managing tax impact
Products Tailored to Your Needs
Small business investment banking
Education planning
Insurance & Annuities
Concierge Service Levels
Experienced and dedicated support team standing by to assist in all areas of plan implementation
Team of advisors with a combined experience of 100 years
Real-time account access and performance on our app for mobile and web
*Benjamin F. Edwards does not offer legal or tax advice, therefore it is also important to consult with your legal or tax professional for additional guidance tailored to your specific situation.