Allyn is the President of Edwards & Associates Financial Services, Inc. and a passionate financial advisor who was awarded the Five Star Professional Wealth Manager Award for his excellent customer service and retention.
Allyn specializes in helping local business owners take the stress out of finances and empower his clients to answer their fundamental questions like, “Will I have enough to make it?”, “Will my business thrive?”, and “What will my retirement look like?”
As a business owner himself, Allyn understands the need for entrepreneurial and personal freedom. He also understands the sacrifices and questions that can often accompany this dream. With a holistic approach, Allyn addresses his clients’ underlying needs as both business owners and individuals; assisting in the organization, detail and nuances of the planning process and not just the investments.
Outside of work, Allyn enjoys taking an active part in his community; meeting new faces and making new friends. Since 2008, he has been an Ambassador with the Chehalem Valley Chamber of Commerce writing the “Spotlight on Business” articles featured in the Newberg Graphic monthly. He has also had the honor of serving on the Newberg Planning Commission since 2012, supporting missions and working with the local charities.
“With formal training in pastoral studies, my desire is to build and shepherd lifelong relationships with our clients while maintaining the highest standards of quality, service and integrity.”
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of {2013/2014/2015/2016} Five Star Wealth Managers.
