Joe Stephens, CFP®

Joe 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.

Joe is a resident of Homewood, and choose to locate his practice in Homewood because of the central location and strong sense of community. 

He is married to Heather Brewer, and enjoys volunteering with Junior Achievement, golfing, trying new recipes on his Big Green Egg Grill, and cheering on the Tide.


About Joe:

  • Began working in his family's grocery business at age 11
  • Attended the University of Alabama on a Debate Scholarship
  • Captained the 95'-96' National Championship UA Debate Team
  • Junior Achievement of Greater Birmingham Volunteer
  • Currently serves on the Homewood Commercial Development Authority Board
  • 2013 Graduate of the Homewood Citizen's Police Academy

In an effort continually improve the service he provides clients, Joe has earned the CERTIFIED FINANCIAL PLANNER™ designation by completing coursework and a comprehensive examination covering: Taxes, Insurance, Retirement Planning, Estate Planning, Employee Benefits, & Investments.