Helping you and your business

With our experience, expertise and resources, Edward Jones is committed to helping business owners and entrepreneurs, along with their employees, find financial success and meet their goals.

 A financial advisor discusses account information on a tablet with a small business owner in her cafe.

There are few things more rewarding – or challenging – than owning your own business. We understand that it’s an integral part of your life, and we can help you develop a comprehensive financial strategy that encompasses the needs of not only your business and employees, but also of you and your family.

Your business

You’ve put hard work, energy and passion into building your business. And the demands of being a business owner can be a challenge. But having the appropriate investment and protection strategies for you and your business is critical. And you'll want to help ensure that your retirement plan meets your needs as well as those of your employees.

Your employees

You can help yourself and your employees prepare for the future. In fact, surveys show that, next to health care, most employees consider a retirement savings plan the most important piece of a benefits package. You may be better able to attract and retain employees. In addition to helping you work toward future goals, a retirement plan can help you attract and retain employees and may offer tax advantages.

Your exit strategy

Often, your business can provide retirement income, the foundation for another business or a legacy to future generations. You can determine what happens to your business after you sell it, turn it over to the next generation, retire, or suffer an unexpected event like an injury, illness or death. It’s essential to develop strategies that can protect the value of your business and key employees while providing for the orderly transition.

How we approach your needs

We want to understand what's important to you, your family and your business so we can help you identify and work toward your goals. Although there are many ways to do this, we believe that following a systematic approach makes the most sense. 

What's important to you?

We know you have lots of priorities, so we offer a variety of choices. A buy-sell agreement can be used to plan your exit and life insurance can play an important role in protecting the value of the business, and what you leave for the people important to you.

Contact your local Edward Jones financial advisor to get started.

Important Information:

Edward Jones, its employees and financial advisors are not estate planners and cannot provide legal or tax advice. Please consult your lawyer or qualified tax advisor for further discussion about what planning is most beneficial for you.


Insurance and annuities are offered by Edward Jones Insurance Agency (except in Québec). In Québec, insurance and annuities are offered by Edward Jones Insurance Agency (Québec) Inc.