212 East 2nd Street,
For Everything You Care About
Building relationships with our clients is important to us.
Creating a community with our clients is our passion.
We offer full life planning services, including financial planning and wealth management based on what’s important to you. We strive to see your big picture, harmonize the moving parts, and create opportunities to realize your dreams and wishes.
We are so thankful for the opportunity to serve families and individuals around the country. We respect that every family and person is unique. We can help you get on track for what is important for you, like we have with other families in similar circumstances.
Planning for your future starts with where you are and prioritizing where you want to go... for you and your loved ones. We help you be intentional, plan your steps, avoid road blocks as much as you can, set up and build structures to support your goals, build momentum and finally age with dignity by having your affairs in order, with what matters most to you.
We specialize in working with people on life planning, which focuses on financial planning and wealth management for life. We help families and individuals around the country. We’re excited to get to know you and collaborate on your individual planning needs and goals. Welcome to our community!
Offering Life Planning: our comprehensive financial planning and wealth management services. The key is to have a plan and be intentional with your financial choices. We are ready to guide you in the following areas:
Do you have the proper legal documents in place to manage your affairs?
We value our relationship and will be your partner at every milestone in life.
We help you with your best plans. When challenges come up, we’re here ready to help.
Service to others inspires us. We invite you to learn about organizations that are going above and beyond to help others.
We want to understand what matters most to you. What keeps you up at night, and how can we help?
Our priority is to help families maintain their lifestyles through all life events – the good ones and challenging ones.
Interested in learning more about financial planning, social security, or protection strategies? We make it easy.
LPL Research Midyear Outlook 2022: Navigating Turbulence delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.
View the complete publication.
We hope this report, courtesy of Capital Group®, helps you put the future in perspective and provides some reassurance that it looks bright for long-term investors.
We are focused on supporting positive change in our world. We care deeply about diversity, equity, and inclusion, and we are committed to ensuring that your experiences with us reflect these important values. Beginning with your first meeting with us, you will feel welcome at Edmond Wealth Management.
Darlene Shipe is a Partner and Wealth Manager with Edmond Wealth Management and an Investment Advisor Representative with Householder Group Advisors and Retirement Specialists, LLC. Darlene has been in the financial services field for 34 years, managing investments for her clients for over 26 years and holds the following securities registrations: Series 7 and 63 held with LPL Financial and 65 held with Householder Group Estate & Retirement Specialists, as well as Life/Variable Annuity, Disability and Long-Term Care insurance licenses.
Lynn Bilodeau is an attorney. He lectures extensively to financial professionals and retirees. Lynn has worked closely with many financial advisors and financial planners who have graciously referred their clients to him for legal matters. Because so many clients were asking him for input on financial decisions, Lynn decided to branch out into the investment arena in 2008 having earned the Series 7 securities registration, which is held through LPL Financial and series 66, which is held with LPL Financial and Householder Group Estate & Retirement Specialists, LLC. He also holds Life, Health and Variable Annuity, Disability and Long-Term Care insurance licenses in Oklahoma. Lynn is a partner at Edmond Wealth Management.
We have clients from Alaska to Florida, Texas to Virginia and throughout the Midwest too! We work with many families and individuals around the country. We welcome you!
We are available to meet with you via Zoom, Webex, or conference call -- whichever option works best for you.
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Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."