About WealthMark
WealthMark Financial Strategies is a company built on relationships. Founded by the father-son team of Tony and Clay Edwards, WealthMark Financial Strategies is united in the pursuit of creating meaningful and generational wealth for families, leaders, and business owners.
To reach that objective, we emphasize trust.
We've never been interested in making a quick sale. Instead, we prefer to first understand your unique challenges and goals before providing our straight-shooting perspective and low-pressure recommendations. Ultimately, we're most concerned with ensuring you receive expert financial guidance for a fulfilling future.
Our clients regularly decide to continue working with us year after year because of our measured approach—an approach that helps people achieve their financial goals. In fact, we've built wealth that lasts for generations, allowing us to work with one family member to the next as the family continues to thrive.
Clay Edwards
Clay Edwards believes in the importance of family. With his wife, Lindsay, Clay is the father of two children. When he's not with his loved ones, you'll likely find Clay spending time in the garden, visiting the lake, camping in the forest, attending youth athletics, or finding peace through woodworking.
Clay is deeply involved in the community. A member of the local Chamber of Commerce, you'll also find Clay attending Morningview Baptist Church or volunteering with local organizations.
Outside of WealthMark Financial Strategies, Clay is an active member of the National Association of Insurance and Financial Advisors (NAIFA), a trade organization for insurance professionals and financial advisors.
Like his father, Tony, Clay aims to deliver the solutions that enable WealthMark's clients to achieve their dreams.
Address: 4121 Carmichael Rd, Suite 401
Montgomery, AL 36106
Phone: 334-279-1987
Fax: 334-279-5354
Ian Grigsby
Operations Associate
A native of Prattville, Alabama, Ian hopes to use his background in customer service and property management to provide for our clients with prompt and precise service. We commend Ian to you as a resource on your service needs.
A husband (Dayna) and father of two (Joseph, Camile), Ian enjoys spending time with his family, reading a good Christian book, having people in his home, and keeping up with the Atlanta Braves.
Burl A. "Tony" Edwards
In Memory
Founder, Tony Edwards passed away in August 2023.
Tony was born in Montgomery where he graduated from Robert E. Lee High School in 1973. Since junior high school and throughout his life Tony was a gifted drummer, performing in local bands with dear friends and using his musical gift to serve on the worship team at his church for many years. As a young adult he attended aviation school and earned his commercial license and flight instructor license before beginning a job as a corporate pilot, which took him and Susan to Charlotte, NC. Always wanting to be self-employed, Tony took an opportunity with New York Life which led to his 40-year long career as an insurance professional and Financial Advisor. Son, Clay, followed in his father’s footsteps and they formed WealthMark Financial Solutions, LLC now WealthMark Financial Strategies. Tony’s family was essential for him. His greatest earthly joy was spending time with Susan and their children and grandchildren. He took every opportunity to combine his love of family with his love for music, reading, and boating on Lake Martin. Tony was an active member of Morningview Baptist Church where he served as a musician, teacher, deacon, finance director, short-term missionary, and volunteer on numerous committees. He believed in the importance of giving back to the community and enjoyed supporting music programs, local schools, and hospitals by volunteering as a board member, serving in leadership positions, and offering fundraising support. Tony & Susan also opened their home and heart as foster parents for several years. He served his family, friends, church family and community humbly, generously, and tirelessly. Many people have been blessed by his kindness & his joyful personality. He loved well because God first loved him.