Rob Edwards

Rob Edwards

Senior PIM® Portfolio Manager, Managing Director, Edwards Asset Management

Rob Edwards is the Managing Director and Senior PIM® Portfolio Manager at Edwards Asset Management, where he advises high-net-worth individuals and families on retirement planning, generational wealth, estate strategy and real estate-focused investment planning. With nearly two decades of experience in the financial industry, Rob is known for helping clients navigate complex life transitions, including retirement, business exits and legacy planning.

Rob brings a distinct perspective at the intersection of wealth management and real estate, helping clients understand how property decisions impact long-term cash flow, tax outcomes and multigenerational planning. His insights are shaped by years of working closely with families to avoid common retirement mistakes tied to illiquid assets and poor structuring.

A nationally recognized advisor, Rob has been named one of AdvisorHub's 2023 Advisors to Watch: Top 50 Next Gen Wealth and a Top Next Gen Wealth Advisor Best in State from 2022 through 2024. He is a contributor to Forbes Council and Entrepreneur and previously a contributor to Retirement Daily on TheStreet when it was active.

Phone: 239.264.1000 | Website: robedwardswealth.com | LinkedIn

Latest articles by Rob Edwards

Portrait of senior man in front of his house

Relying on Real Estate in Retirement? Avoid These 3 Mistakes

The keys to successful real estate planning for retirees: Stop thinking of property income as a reliable paycheck, start planning for tax consequences and structure your assets early to maintain flexibility.