Edward Jones-Financial Advisor: Will Echelmeier

05/22/2025

Just over half of Americans aren't familiar with 529 plans as a flexible way to save for education costs. If you're one of them, let 529 Day (5/29/2025) be your catalyst to learn more.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

05/21/2025

Nearly two out of three Americans (65%) don't know that 529 education savings plan could help them save for qualified K-12 expenses. If you're one of them, let 529 Day (5/29/2025) be your catalyst to learn more.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

05/20/2025

Only two of five Americans (38%) feel they are saving enough to reach their goal for future education expenses. If you're one of them, let 529 Day (5/29/2025) be your catalyst to discover how a 529 education savings plan can help.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

11/20/2024

There are many account options when it comes to investing for retirement. Here are some reasons a Roth IRA may make sense for you.

Learn about the many benefits opening and contributing to a Roth IRA can make toward helping you reach your retirement goals.www.edwardjones.com/us-en

11/06/2024

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones during a recent interview with TheStreet.

Give it a watch and reach out with any questions: https://bit.ly/4fcX2CQ

11/05/2024

Financial preparation is only one half of getting ready for retirement. Have you thought about whether you're emotionally ready? We recommend thinking ahead to help ensure you make the most out of your next big chapter.

Read more here

02/20/2024

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Here’s what we offer

11/13/2023

Concerned about market volatility? Our Managing Partner Penny Pennington shares why it’s critical to take the emotion out of investing.

Managing Partner Penny Pennington talks about how to invest in a volatile market.

09/14/2023

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

What to keep in mind.

08/09/2023

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

08/03/2023

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

08/01/2023

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Practical and proven strategies you can take to become a more tax-efficient investor.