Bob Edmonds

CFP®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website.

Weathering volatility

Deciding the right next move in today’s markets can be a challenge. But the right financial advice can help you weather the unknown today and make more informed choices to reach your goals tomorrow. I am committed to understanding your goals and the changing markets and I’m here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on making the right moves toward reaching your long-term goals. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

My videos

9 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)