Who We Are

Mahlon Edwards, CFP®, AAMS is the founding principal of Mahlon R. Edwards Financial Planning & Investment Strategies Inc., a financial planning and Registered Investment Advisory firm headquartered in Las Vegas, Nevada. The firm specializes in providing fee-only financial planning services and investment advice to people from all walks of life. Because no third-party compensation is received, all potential conflicts of interest regarding compensation are removed.

''It's exciting to see more astute Americans turning to fee-only financial planners for professional advice and asset management services,'' says Mahlon.

''Because we work solely for our clients, there are no third-party agendas to cloud our thinking. We maintain one focus, one mission: Empowering our clients with the information and advice they need to make sound financial decisions,'' he concludes.

Mahlon is a member of the Financial Planning Association of Nevada as well as the Garrett Planning Network, a nationwide network of professional, fee-only financial advisors. Mahlon is dedicated to providing competent, unbiased financial advice to people from all income levels, not just the affluent. Professional financial advice is something all Americans need, at least periodically, to build the brightest financial futures. GPN members do not require their clients to have either a minimum income or a minimum net worth.

Flexible, needs-based services allow clients to select the level of service that makes sense to them. Ongoing asset management and comprehensive services (typically the program selected by clients with a sizeable asset base) are offered as are one-time or periodic consultations (typically selected by the more self-directed investor or people in the earlier phases of wealth accumulation). And all are provided at reasonable hourly rates.

SUMMARY OF EXPERIENCE AND EDUCATION

  • Institute for Tax Studies 1996
  • College for Financial Planning 1998
  • NASD Series 7 1998
  • NASD Series 63 1998
  • Nevada State Life & Health Insurance 1998
  • Accredited Asset Management Specialist (AAMS) 1998
  • Passed National Certified Financial Planner Board of Standards Examination 1999
  • NASD Series 65 2000
  • Registered Investment Advisor (Nevada) 2000
  • Staff Planner with Dube' and Associates 1998 to 2000. Enjoyed a high level of success but eventually became convinced that the firm's focus on sales and on serving mostly affluent clients was too narrow to meet his personal objectives.
  • Founded Mahlon R. Edwards Financial Planning & Investment Strategies, Inc. to expand on the vision of offering high-quality advice and financial planning services to people at all income levels, from all walks of life.

Mahlon lives in Las Vegas, Nevada with his wife and three children. He is an active member of the Financial Planning Association, past President of his Toastmasters chapter, and former Treasurer of the Las Vegas Strip Kiwanis Club.



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