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Building relationships and trust
are at the heart of everything we do.

We’re not here to impress. We’re here to help you achieve your goals.

When it comes to improving your finances and planning for the future, you don’t need a bunch of fancy graphs and charts. You don’t need industry jargon and Wall Street speak. You need straightforward, goal-oriented planning and strategies. No bells and whistles, just results. And that’s exactly what you’ll get at Edgewood Wealth Advisors.

We listen to your story. We speak your language. We create a crystal clear, step-by-step plan for improving your finances and achieving your objectives. And we make sure you completely understand all aspects of your finances, your plan, and what we’re doing for you. Because it’s your money and your future. You need to understand what’s going on.

Meet Our Team

We also earn your trust and become your partner and friend. Truth is, many times when we meet with our clients, we’ll spend more time catching up than talking about money. To us, there’s nothing transactional about what we do. Because we’re not here to earn a commission. We’re here to build a relationship and help you live life your way.

Joe Stephens, CFP®

Financial Advisor

(205) 769-6030

joe@edgewoodwealth.com

One of the most important things to me in my life is community. Growing up in a small town, my family owned a grocery store right outside of Tuscaloosa. It was our second home, the aisles were my playground, the parking lot my back...
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Mary Wood

Client Service Associate

(659) 837-7541

mwood@rfgadvisory.com

Mary, a Client Service Associate since 2021, settled in Vestavia Hills in 2013 after living in six states. An ETSU grad, she enjoys the outdoors, foraging, and exploring with her two sons.

We’re powered by RFG Advisory.

As an independent advisor, we are empowered to serve our clients in line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our business so that we can spend our time doing what we love — serving you, our clients.


Learn More About RFG      


Ready to get started?

1

Set Up a
Time to Talk

2

Discuss Your
Dreams and Goals

3

Create a Path
for Your Future

Schedule a Call