Jim Edwards, AIF®

Financial Advisor

Education & Other Highlights

Jim Edwards is an institutional retirement plan advisor based in Allentown, PA.

Jim serves as a principal and financial advisor with more than 20 years of experience and is responsible for leading his team and providing retirement plan advisory services to corporate fiduciaries. His experience covers fiduciary process, investment management, plan design, participant engagement, and vendor oversight. Jim holds the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. He earned a Bachelor of Science degree in accounting from King’s College.


  • Bachelor of Science degree in accounting from King’s College

Industry Designations

  • Accredited Investment Fiduciary®


  • Former member of the Finance Committee and the Board of Trustees, The Hillside School

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2018 and 2019 (Team Edwards/Schantz); 2020, 2021, 2022, 2023, 2024 (Team Allentown)
  • Financial Times 401 Top Retirement Plan Advisor | 2018, 2019, and 2020
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Allentown)


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