Edie Jarvis, President of Jarvis Financial
Certified Financial fiduciary
At Jarvis Financial, the mission is simple — to help clients feel confident about their financial future. The firm believes that knowledge leads to empowerment, and when individuals understand their financial options, they are better equipped to make informed decisions for their retirement and long-term goals.
With more than 30 years of experience, Edie Jarvis, President of Jarvis Financial, is dedicated to helping individuals and families build clear, personalized financial strategies. Fully licensed and registered with the Florida Department of Financial Services, Edie brings a powerful combination of professional expertise, educational insight, and genuine care to every client relationship.
As an independent fiduciary advisor, Jarvis Financial operates with complete freedom to select from a wide range of products and services from top-rated financial institutions. This independence allows Edie and her team to design customized solutions that align with each client’s goals—without the sales pressure or conflicts of interest that often accompany larger firms. Her commitment is rooted in integrity, education, and transparency, ensuring that every recommendation is made with the client’s best interest at heart.
About Edie Jarvis
Edie began her career in the financial industry in 1996, quickly recognizing that traditional, one-size-fits-all planning approaches often left clients confused and underserved. Motivated to create a better experience, she founded Jarvis Insurance in 1998, followed by Jarvis Financial Inc. in 2004, expanding her services to offer a full suite of retirement and financial planning solutions.
Today, Edie specializes in retirement and income planning, wealth management, estate planning, college funding, and long-term care insurance. Her approach blends strategic financial knowledge with an educator’s mindset, empowering clients to fully understand their choices and make confident decisions about their future.
What truly sets Edie apart is her unwavering dedication to her clients’ long-term well-being. She takes the time to listen carefully, understand each client’s unique goals and values, and create a tailored roadmap that aligns with their lifestyle and retirement vision. Her support continues well beyond the initial planning phase—Edie remains an active guide throughout her clients’ financial journeys, offering regular reviews, updates, and ongoing support as their lives and needs evolve.
At Jarvis Financial, every relationship begins with trust and ends with peace of mind. Whether clients are approaching retirement, managing investments, or planning their family’s legacy, Edie Jarvis and her team are dedicated to guiding them every step of the way.
Together, Edie and her clients explore the options available and build a financial future that truly feels right.
🔷 Resident License: Florida 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Life insurance, Medicare, Indexed Annuities, Retirement Income Planning, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
