Joe Stephens, CFP®

Financial Advisor

I founded Edgewood Wealth Advisors in order to provide financial planning services to young professionals, pre-retirees, and small business owners throughout Alabama and the Southeast.

I began working at age 11 in my family’s grocery business.  This experience not only instilled a strong work ethic, but also provided me with insight into the unique challenges faced by small business owners.  I use these experiences regularly to help business owners grow their businesses in a way which allows them to determine when and how they will exit their business. 

I attended the University of Alabama on a Debate Scholarship, and Captained a National Championship Team.  This experience taught me the importance of research and analysis - critical components when working with Individuals & Business Owners in the construction of their financial plan.

I believe in the importance of continual education.  As I continue to grow my practice, I have taken time to attain the CERTIFIED FINANCIAL PLANNER™ designation.

Phone (205) 769-6030
Fax (866) 571-0360
Mobile Phone (205) 639-9800