Edward Jones - Financial Advisor: Kia Coleman

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Edward Jones - Financial Advisor: Kia Coleman

There’s one thing even more important than having a financial advisor you trust and respect, and that’s having an advisor who trusts and respects you.

Your financial picture is built on your individual history, and that makes you the best person to continue building its future. What I love about being a financial advisor is learning how my clients got to where they are now and where they want to go. Your financial picture is unique, and my job is to help you see your potential for long-term financial health. I understand that talking about finan

ces can be stressful or intimidating, so my goal is to put you at ease during our very first conversation. Whether you’ve had a keen eye on your investments for years, you’re just starting your nest egg or you’re going through significant life changes that call for a close review and new strategies, you need a trusted partner. I’ll meet you where you are and help you access the tools and information to grow confidence in your financial future. Because your financial health is an important segment of a whole life strategy, I continually collaborate with CPAs, attorneys and other professionals to ensure that I’m providing sound guidance along your journey. Backed by the long history and powerful solutions of Edward Jones, my branch team and I are working closely together in our local office, where we take care of clients who live both in our community and nationally. Whether you live in the next neighborhood or you’re a neighbor across the miles, my focus is on personal service and financial solutions tailored to your priorities. My reputation is built on helping clients establish and make progress towards their financial goals so that they confidently refer me to their friends and neighbors. Member SIPC.
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06/11/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/05/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/01/2026

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a more inclusive community for all.

05/30/2026

Build personalized watchlists to help keep tabs on what's important to you.

Connect and view accounts you have elsewhere in Online Access.

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4uH27uQ

05/27/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/22/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4tPy7vm

Address

1690 Sumneytown Pk Suite 155
Lansdale, PA
19446

Telephone

+12676498040

Website

https://www.edwardjones.com/kia-coleman

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