Edward Jones - Financial Advisor: Simon Knight, SE-AWMA®

Our motto is “Because, Better.” We are constantly elevating ourselves so we can provide exceptional service, advice, and financial knowledge to our clients. Waldron Partners delivers an honest, informed, and unique perspective to financial planning that cannot be found anywhere else. We aim to fully understand our client’s financial situation, including your goals, fears, and passions. This deeper understanding allows us to create highly customized financial plans for the future of our clients. Since the tax, legal, investment, and insurance industries are constantly changing, clients like you require an innovative firm like Waldron Partners to pursue extraordinary results when it comes to your wealth.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Besides our own extensive experience and knowledge, Brad Byrns, CFP® and his team at Spectrum Wealth Partners is uniquely able to offer a “total solution” to your planning needs because we work closely with advanced professionals in each area of financial planning.