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.