Our Mission Statement


 

The Wormley Investment Group of Benjamin F. Edwards & Co. is a family practice dedicated to serving their community for a combined 49 years. We provide a multi-generational financial planning approach by building relationships with your entire family to help them understand the challenges of investment planning and properly managing wealth. We specialize in helping clients prepare for retirement, investing for a child's education, and manage distributions from a client's retirement portfolio. Additionally, we provide portfolio management to numerous endowments, non-profits, and religious organizations.