Edward Financial Group

A Message from the founder

About Us

We Help retirees and pre retirees navigate Retirement

With over 18 years of experience in finance, our goal is simple: we want to help folks heading into retirement or already there to secure their financial freedom. We aim to protect and grow your money, making sure you have a steady income that lasts as long as you do. And, of course, we steer clear of unnecessary risks to keep your financial journey smooth and reliable.

Retirement Planing

Retirement planning is a cornerstone of our services at EFG, and we take pride in crafting tailored strategies that align with each client’s unique aspirations and circumstances. Our goal is not merely to secure retirement but to enhance the quality of life during those golden years.

As we continue to evolve in the dynamic landscape of financial services, Edward Financial Group remains steadfast in its commitment to excellence, innovation, and unwavering client advocacy. We invite you to partner with us on your financial journey, where your peace of mind and financial success are at the heart of everything we do.

Mission Statement

To greatly improve retirement outcomes for pre retires and their family through a legacy plan and income plan.

“At Edward Financial Group, our mission is to empower pre-retirees with the knowledge, strategies, and support they need to greatly improve their outcomes in retirement. We are committed to helping our clients live their retirement without regret, free from the worries of stock market downturns.

To Our Future Clients

Our dedicated team of financial experts at EFG is driven by the passion to secure our clients’ financial futures. We believe in building enduring relationships based on trust, transparency, and a comprehensive approach to financial planning. By blending expertise with empathy, we guide our clients through the intricacies of Legacy Planning, ensuring that their wealth is preserved and passed down with precision and care.

“I am thrilled at the prospect of welcoming you to our family! At Edward Financial Group, we don’t just see clients; we see partners on a shared journey toward financial success and fulfillment.

As an owner deeply committed to your financial well-being, I am excited about the unique goals and dreams you bring to the table. Your aspirations are the heartbeat of our mission. We’re not just here to manage your money; reduce your risk and create income plans we are here to empower your vision, fuel your ambitions, and pave the way for your future prosperity.

Our team, fueled by expertise and a passion for what we do, is ready to embark on this exciting adventure with you. Together, we’ll navigate the intricate pathways of finance, turning challenges into opportunities and dreams into tangible realities.

In every financial decision, every investment, and every strategy we craft, your goals will be at the forefront of our minds. Your success fuels our dedication, and your satisfaction is our greatest achievement.

So, let’s not just talk about financial planning; let’s craft a roadmap to your dreams. Let’s not just manage assets; let’s build a foundation for your legacy. With Edward Financial Group, your financial journey is not just a process; it’s an experience—one that we’re thrilled to embark upon together.

Welcome to a partnership that goes beyond numbers and charts, reaching into the heart of what truly matters: your future. Let’s make your financial goals a reality.”

Meet our Founder

James Edward Durden Jr. Executive

Tom Markowitz, PhD

Founder of Financ

John Goines

President and Chief Executive

Randy Wacek

Investment Specialist

James Burton

Chief Marketing

Request an Appointment

Initiate your financial journey with a 15-minute discovery call tailored to identify optimal ways in which we can help you and your family. Or, if you prefer, you can set a time here.

Open Hours

Monday - Friday
9:00 am - 6:00 pm