Benjamin F. Edwards & Co: Celebrating 15 Years in the Madison Community!

Benjamin F. Edwards & Co. is thrilled to celebrate a significant milestone: 15 years of serving the Madison community and beyond!

Our Madison branch officially opened its doors on December 4, 2009, under the leadership of Paul Olsen. Soon after, Matt Clooten and Carrie Dorman joined him, forming the foundation of a branch that has since grown significantly, providing trusted financial guidance to individuals and families across the region.

In recent years, our office has continued to expand, welcoming new employees Ty Nafziger, Nic Adamany, and Faith Diamond. Each brings experience, dedication, and a commitment to helping our clients achieve their financial goals.

Founded in 2008, Benjamin F. Edwards & Co. carries forward a proud legacy of client-first service spanning five generations. With roots tracing back to A.G. Edwards, the company was established to deliver a boutique-style approach to wealth management. This combines personalized service with a wide array of financial solutions tailored to meet the unique needs of individuals, families, and businesses nationwide.

Our Madison branch embodies this legacy, guided by the core principles of Trust, Integrity, and Mutual Respect. We proudly serve Madison and its surrounding communities, including Fitchburg, Waukesha, Middleton, Milwaukee, and more. Whether assisting clients with retirement planning, investment management, or navigating unique financial challenges, our employees work with passion and precision to help clients succeed.

To celebrate this milestone, we’re excited to host an event in Madison with our clients, featuring special guests from our Home Office in St. Louis, MO.

Thank you for letting us be a part of this amazing community. We look forward to serving you for many more years to come!

Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. No investment strategy, including asset allocation and diversification, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Benjamin F. Edwards & Co. does not provide legal or tax advice, therefore it is also important to consult with your legal and tax professionals for additional guidance tailored to your specific situation.