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Edie Jarvis

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Edie began her career in financial services in 1996, quickly realizing that a one-size-fits-all approach just wasn’t enough. After gaining invaluable experience, she founded her own firm, Jarvis Insurance, in 1998, followed by Jarvis Financial Inc. in 2004. With a background that blends finance and education, Edie focuses on retirement and income planning, wealth management, estate planning, college funding, and long-term care insurance. Her goal is to provide honest advice and expert guidance, helping clients find a path that truly fits their future. As a fiduciary, Edie is committed to answering questions, guiding clients through their options, and ensuring they feel comfortable every step of the way.

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

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