Birmingham, AL, September 9, 2025
News Summary
Wealth-planning firm Benjamin F. Edwards has expanded its Birmingham branch with the addition of two experienced financial advisors, H. Brantley Sanders, III, and Jason Sanders. The new team aims to enhance wealth management services by focusing on personalized financial planning, retirement strategies, and client relationships. With a legacy of nearly 140 years, the firm currently manages over $49 billion in assets while prioritizing a client-first approach.
Birmingham, AL – Wealth-planning firm Benjamin F. Edwards has announced the addition of two financial advisors to its Birmingham branch, strengthening its wealth management services. H. Brantley Sanders, III, Vice President-Investments, and Jason Sanders, Associate Vice President-Investments, bring a combined 48 years of experience in the financial services industry to the firm.
The Birmingham office is strategically located at 850 Shades Creek Parkway, Suite 310, Birmingham, AL 35209. The addition of The Sanders Group aligns with Benjamin F. Edwards’ mission to enhance its personalized financial services and deepen client relationships.
Tad Edwards, the chairman, CEO, and President of Benjamin F. Edwards, expressed enthusiasm regarding the partnership with The Sanders Group. As a seasoned wealth manager, Brantley Sanders focuses on assisting clients in building, preserving, and transferring their wealth, while Jason Sanders is particularly passionate about retirement planning and guiding clients towards achieving their financial objectives.
Benjamin F. Edwards has marked its footprint across 33 states, operating over 100 locations nationwide. The firm currently manages more than $49 billion in assets, furnishing a comprehensive suite of services through its national wealth-management division and its registered investment advisor (RIA), Edwards Wealth Management.
For nearly 140 years, Benjamin F. Edwards has established itself as a reliable partner in wealth management, guided by the principles of six generations of the Edwards family. The firm is recognized for its client-first approach, prioritizing personalized service over typical call-center experiences, and offering advisors the flexibility to affiliate with either the broker-dealer or choose an independent path through Edwards Wealth Management.
Benjamin F. Edwards remains independently owned, committed to upholding a debt-free legacy while preserving the values that have supported its longstanding reputation in the financial services industry.
About Benjamain F. Edwards
With a legacy nearly spanning a century and a half, Benjamin F. Edwards operates with the philosophy that clients come first. The firm thrives in a competitive financial landscape by focusing on tailored solutions that meet clients’ unique needs. The Sanders Group’s arrival in Birmingham reflects the company’s commitment to expanding its reach and providing exceptional financial guidance to a broader client base.
Services Offered
The services provided by Benjamin F. Edwards include wealth management, investment advisory services, retirement planning, and comprehensive financial planning. The firm emphasizes customized strategies to help individuals and families manage their finances effectively.
Conclusion
The union of The Sanders Group with Benjamin F. Edwards signifies a strategic effort to enhance professional expertise within the Birmingham office, ultimately benefiting clients seeking personalized financial planning and wealth management solutions.
FAQ
What is Benjamin F. Edwards?
Benjamin F. Edwards is a wealth-planning firm with a legacy of nearly 140 years, offering investment and financial management services across 33 states.
Who are The Sanders Group?
The Sanders Group includes H. Brantley Sanders, III and Jason Sanders, who together have 48 years of experience in financial services.
What services does Benjamin F. Edwards provide?
The firm offers wealth management, retirement planning, investment advisory services, and comprehensive financial planning tailored to meet clients’ needs.
Where is the Birmingham office located?
The Birmingham office is located at 850 Shades Creek Parkway, Suite 310, Birmingham, AL 35209.
How much asset does the firm manage?
Benjamin F. Edwards manages over $49 billion in assets across its various financial services.
Key Features
| Feature | Details |
|---|---|
| Firm Location | 850 Shades Creek Parkway, Suite 310, Birmingham, AL 35209 |
| Experience Level | Combined 48 years with The Sanders Group |
| Assets Managed | Over $49 billion |
| Generational Legacy | Run by six generations of the Edwards family for nearly 140 years |
| Client Approach | Client-first approach with personalized services |
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Additional Resources
- AdvisorHub: Benjamin F. Edwards Expands Birmingham Office
- Birmingham Times: Uriah Williams on Building Wealth
- AL.com: Birmingham Investment Advisor Acquires Firm
- Crain’s Detroit: Birmingham Wealth Advisory Firm Bought by Arax
- Wikipedia: Financial Advisory
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