Discover Your Financial Path with Beartas

Why Us?

We are dedicated to discovering individuals' desired destinations, assessing their current positions, and guiding them in charting their path to success.

Our Clients

Our goal is your success. Below are some resources to help you have a successful financial future.

New Investors

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Business Owners

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Pre-Retirees

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Retirees

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What Our Clients Have to Say

Business Owners

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“Al and Diane have been our financial advisors for over 20 years, helping us and our employees navigate through some of the challenges we have encountered while owning our business. They have always impressed us with their wealth of knowledge, professionalism and willingness to answer our questions. We have since retired and their excellent advice is helping us meet our financial goals for the future. We would highly recommend their services.” Al & Christy H. Retired Business owners.

^{* This statement is a testimonial by a client of the financial professional as of 05/10/2024 . The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

“Allyn and Diane have been our financial advisors for over 24 years. They have helped us through the good times and the bad times of the various stock markets adjustments. Always with good communication, good advice and a knowledge of our personal goals and objectives. Can’t ask for a more knowledgeable and caring advisor.” Bob and Kathy H. Retired

^{* This statement is a testimonial by a client of the financial professional as of 05/13/202}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

“Al and Diane are amazing to work with. Starting off as a young family, they helped us get a map of our money and our goals and pointed us in the right direction to get there. They have routinely checked in to see how we are doing in meeting the goals we set. Would highly recommend!” Dan S. Physician Assistant.

^{* This statement is a testimonial by a client of the financial professional as of 05/02/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

“Diane has been invaluable in helping us with managing our accounts. She also is a very knowledgeable, caring, and sincere person who is wonderful to work with! ” Tom and Jo H. Retired Cardiologist.

^{*This statement is a testimonial by a client of the financial professional as of 07/26/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

“We are very happy with the services Edwards & Associates are providing to us. We have been retired more than 12 years and still maintaining most of our original funds. We have recommended this company to several friends and relatives who are also happy with the service they receive from Allyn & Diane” Dale & Linda S. Retired Business Owners

^{*This statement is a testimonial by a client of the financial professional as of 05/05/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

"I’ve worked with Allyn and Diane for a decade, starting when they managed my employer’s company mutual funds and continuing through today after my retirement. My husband also switched to them in 2015, experiencing a significant improvement in communication and personalized service. Despite their move to another state, their commitment to our financial goals remains unwavering. We highly recommend Allyn and Diane for their expertise, integrity, and strong client relationships." Kathy & Rick J.

^{*This statement is a testimonial by a client of the financial professional as of 05/05/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

Allyn Edwards, RICP®

Retirement Income Certified Professional

(503)537-2995

(210)608-8829

allyn@beartaswealth.com

As the founding member of Edwards & Associates Financial Services, Allyn has dedicated his career to helping individuals and families navigate the complexities of wealth management, retirement planning, and long-term financial security...

Diane Edwards, AWMA®

Accredited Wealth Management Advisor

(503)537-2995

(210)608-8829

diane@beartaswealth.com

With more than three decades of experience in the financial and insurance industry, Diane brings both depth of knowledge and genuine passion to helping individuals and families build strong financial futures. Her approach centers on...

Daniel L. Bedard, CPA

Wealth Management Advisor and CPA

(203)264-4454

dbedard@beartaswealth.com

Dan is dedicated to helping individuals, families, and business owners pursue long-term financial success through thoughtful planning, personalized guidance, and a strong foundation in tax and accounting strategies. With experience...

Benjamin Edwards

Wealth Management Advisor

(203)-264-4454

benjamin@beartaswealth.com

Benjamin founded Beartas with a vision to deliver highly personalized financial planning and portfolio management services tailored to each client’s unique goals and aspirations. Recognizing that meaningful financial planning requires...

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