Broker Check

About Wellington Altus

About Us

Founded in 2008, Wellington Altus is a growing, national wealth management firm that is committed to putting its clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm.. Our goal is to provide the right structure and a home for every advisor and every client.

Our Message

Our Message

We’ve built a fresh culture around technology-enabled agility, client-focused service, investment advisor collaboration, and a shared love for what we do. We’re bonded by our passion for paving a new road within the investment industry and together, we’re seeing the benefits of our forward-thinking approach.


Shaun Hauser
Founder & CEO, Wellington-Altus Financial Inc.

A Home Away From Home

Our Edwards

Benjamin F. Edwards is a full-service broker dealer and RIA with a legacy spanning over 130 years and five generations of the Edwards Family. We are privately held and independent. We hold no debt and our ownership consists of employees, family and friends of the firm.

Our client-first mission is grounded in the Golden Rule. We believe in giving our financial advisors the independence to serve their clients the way they see fit, and the accessibility to build treasured relationships. We strive to exceed our clients’ expectations all while having fun.

Founded in 2008, Benjamin F. Edwards is a growing, national wealth-management firm committed to putting clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management. Our goal is to provide the right structure and a home for every advisor and every client. Serving over 300 advisors, Edwards has the institutional scale to address their business needs and the ability to deliver the personal touch advisors deserve through concierge-level service.

When you join Benjamin F. Edwards, you are in good hands. Our experienced Home Office relies on an innovative client-centric business model to deliver personalized transition support, robust product and service solutions and advanced recruiting tools.

Our approach preserves the best parts of working for an established firm—high-touch back-office service and support, solid technology, risk management and a collaborative family environment. You can choose the affiliation model that makes sense for your business. Welcome to a place of boundless opportunity.

Benjamin F. Edwards
Edwards Wealth Management

Our Culture + Values

To empower our financial advisors with the freedom to provide personalized investment advice in an atmosphere grounded in trust, integrity and mutual respect. We are committed to supporting our financial advisors through advanced, comprehensive resources as they offer clients informed and objective advice.

Our core values are deeply rooted in generations of knowledge that have guided the Edwards family’s approach to business for over 130 years and 5 generations:

  • THE GOLDEN RULE  – We treat others the way we want to be treated.
  • INDEPENDENCE – We are committed to protecting the company we own, the culture it fosters and the autonomy it provides.
  • ACCESSIBILITY – Our leadership team is approachable, available and encourages feedback from clients, employees and advisors.
  • STRIVING FOR EXCELLENCE – We find joy in our work as we strive to deliver superior results for our clients, employees and shareholders every single day.
  • HAVING FUN – We believe in wholeheartedly celebrating our successes and having fun along every step of the way.

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