Our Team
Oakstone Wealth Management is a family-owned, relationship-based financial team. We provide quality guidance, effective implementation, and excellent service to our individual and corporate clients.
Our wealth management advisors have a defined process aimed to help our clients grow their assets in a suitable manner while managing their risk. We pride ourselves on building long-term relationships with a standard of care founded on mutual trust and respect.
Steven Edwards
Financial Advisor
(949) 387-5224
Mr. Edwards prides himself on devoting his time and energy not to product quotas and sales goals, but to understanding his clients’ individual financial goals and objectives (continues ...)
Ryan Edwards, PhD
Financial Advisor
(469) 200-2057
Ryan brings 15 years of experience as a researcher to our practice, having worked in academia, software startups, and the payments sector. He has worked with municipal bond insurers to assess risk, global transaction teams to...
Bradley Edwards, MBA
Financial Advisor
Bradley has a passion for ensuring clients are well supported and have a tailored financial strategy that manages risk and aligns with their financial goals. He is committed to providing research, guidance, and education...