Mona Edwards
CFP®
Zimmerman Wealth Management
Director of Financial Planning & Fiduciary Wealth Advisor
Mona Edwards
CFP®
Zimmerman Wealth Management
Director of Financial Planning & Fiduciary Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mona Edwards, CFP®
Fee-Only financial planner located in Evanston, IL, serving clients locally and across the country
Mona Edwards is a Evanston, IL fee-only financial planner. Zimmerman Wealth Management, LLC provides comprehensive financial planning and investment management to help high-net worth and ultra-high-net worth families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mona Edwards is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mona Edwards is a New Orleans native who joined the ZWM team in 2007. She launched her financial planning career in 2005 after completing the CERTIFIED FINANCIAL PLANNER™ practitioner certification program at the College for Financial Planning. Mona's comprehensive approach creates financial plans that are sensitive to each family’s unique circumstances and resources.
Mona is passionate about helping people realize their dreams and extends this commitment to the community. She is a member of the Financial Planning Association (FPA) and has served as a pro bono volunteer. Mona has provided financial literacy training at the Kingsley House and pro bono financial planning services for Operation Homefront, which assists wounded veterans and their families during difficult financial times. Mona and her husband are dedicated in helping alleviate food insecurity in and around the New Orleans area. They are also committed to “New Orleans Musicians’ Clinic” which provides health care to musicians and performing artists that need assistance.
In her free time, Mona enjoys trying new restaurants, traveling, yoga, gardening and reading.
Mona has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2009.
Mona Edwards is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Zimmerman Wealth Management, LLC (ZWM) is a fee-only SEC Registered Investment Advisor. We pride ourselves on our personalized, objective and responsive approach to helping investors better plot their financial futures. Fiduciary “Wealth management” goes a step beyond standard financial planning, addressing all things financial, from accruing wealth and managing it wisely, to spending it wisely, and furthering life goals to, ultimately, passing it on wisely.
Our primary focus is to help individuals and families reach their life goals by developing strategies and programs that help them achieve their financial goals. Our personalized service and commitment to the highest professional standards and practices allow us to offer expansive and flexible wealth management options. Our programs provide a complete picture of your financial status with quarterly reports designed to keep you abreast of your investments and move you closer to your goals. The growth of our business relies solely on referrals from our client base and those professionals who know our work. Most of our clients are so happy with our level of personal services and expertise that they are pleased to recommend us to their friends, when given the opportunity.
Tom Zimmerman, principal and founder of ZWM, has over 30 years of experience as an advisor and Certified Financial Planner. He and his team are standing by to help you reach your life and financial goals. Please feel free to use this site to help you gauge whether our fiduciary wealth management services suit your money management needs. We’re sure that we’ll be able to draw a complete financial roadmap designed to meet your future financial objectives. And we do so with more flexibility and personalized service that might be available from other advisors.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Mona Edwards is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Mona Edwards is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Mona Edwards is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Mona Edwards
Office Locations:
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500 Davis Street
Suite 1005
Evanston, IL 60201
