Know who’s got your back.
At Perennial Wealth Advisors, your future is personal to us. We exist to help you navigate life’s changing seasons with clarity, confidence, and a plan you can trust.
Our Philosophy
Life has seasons: retirement, job changes, inheritance, college, or unexpected transitions. Each season brings decisions that can feel overwhelming. We believe financial planning is about more than numbers. It’s about aligning every decision with your values and your vision for the future.
Our role is to make the complex… simple. From tax strategies and estate planning to investments and wealth preservation, we cut through the noise to deliver clear, actionable strategies.
Our Goal: To help you live with peace and confidence, through all of life’s changing seasons.
Why Our
Clients Trust Us
As fiduciaries, we are legally and ethically bound to act in your best interest—always. Every recommendation we make is driven by what serves your goals.
Fiduciary-First
Our team-based approach, combined with years of experience, gives us confidence navigating the unique opportunities and challenges that come with each financial season.
Decades of Experience
Personalized Strategies
No two lives are alike, and neither are our plans. We take the time to understand your values, priorities, and goals so that every strategy is designed just for you.
Meet Your Team
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As the founding principal of the firm, Ed entered the financial services industry in March 2000 with a desire to help people take control of their financial lives. Over the years, Ed’s clients have become like family, and he views his ability to serve them as an honor and privilege.
Ed obtained his undergraduate degree in Marketing from Texas Tech University in 1988. He has served on the District Appraisal Board and was a city councilman for six years. Ed specializes in retirement strategies, family dynamics, Social Security, and pension strategies.
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When out of the office, you can find Ed spending time with his family, playing softball, golf, or watching any and all sports. He has served as a deacon at his local church for 30 years and lives his life for God, family, and friends.
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Kinsey began working with Ameriprise in 2017. Growing up on a farm in central Texas, she was exposed to the oil and gas, agriculture, and ranching industries. Along with time spent as a landman and work on various ranching boards, Kinsey’s background helps her serve our ag clients with their unique problems and benefits. Within the firm, Kinsey uses her passion for problem solving to lead our financial planning department.
In 2005, Kinsey obtained her undergraduate degree from Texas Tech University. She received her Masters in Educational Leadership in Technology from Lamar University in 2012. Before joining the team, she spent eight years teaching English, and ten years working on the ranch.
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Kinsey and her husband, Dillon, raise their 2 boys, Bridger and Parker, on a ranch outside of Canadian. In her free time, Kinsey is either chasing kids to ball games, working with Dillon, or serving at church. She is an avid reader, listener of podcasts, and loves to learn new skills.
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Brock joined our team in April 2023. He has spent his career in the financial planning industry, save a year of studying Spanish in Madrid, Spain. Brock has worked for multiple independent financial planning firms in Houston, TX as well as with Ameriprise in Albuquerque, NM.
He received his undergraduate degree in Personal Financial Planning from Texas Tech University in 2017. In 2019 he completed the requirements to become a CERTIFIED FINANCIAL PLANNER professional, as well as a National Social Security Advisor Certificate holder. Brock has a passion for the investment side of financial planning and helps the firm develop and implement investment strategies that best align with our clients’ goals.
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In his free time, you can find Brock somewhere in the mountains, snowboarding, rock climbing, or running. He enjoys coffee, good books, and time well spent with friends.
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Lorena joined the team in 2022 bringing experience from the banking and property/casualty insurance worlds. She uses her organizational skills to oversee the day to day operations of the firm.
In 2020, she obtained her Bachelor’s of Business Administration in Accounting from West Texas A&M University. Throughout her time at WTAMU, she worked for Happy State Bank as a commercial teller & operations specialist. In 2020, she obtained her property & casualty insurance license and worked as an agent in personal lines insurance for two years.
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In her free time, Lorena enjoys being outdoors, attending concerts, working out at the gym, and spending time with her family.
FAQs
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Yes. Being a fiduciary means we are legally and ethically required to put your interests first—always. Every recommendation we make is designed to serve your financial goals, with complete transparency and integrity.
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Our clients describe the experience as personal, clear, and grounded in trust. From the start, we take the time to understand your goals, your family, and what financial freedom looks like for you.
You’ll get a partner who listens first, builds a strategy around your life, and checks in regularly—so you always know where you stand and what’s next.
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Yes! Brock Hedgecoke is a CFP® professional, bringing deep expertise in retirement, tax, estate, and investment planning. His certification represents the highest standard in financial planning, giving our clients confidence that they’re in expert hands.
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We work best with individuals and families who want a long-term partner—not just quick advice. Many of our clients are business owners, professionals, or multi-generational families who value clarity, strategy, and ongoing guidance to steward their wealth with confidence.
If you want a team that will simplify complex decisions, communicate proactively, and genuinely care about your future, you’ll feel right at home with us.
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We start with a discovery call to learn about your goals and current financial picture. If it feels like a fit, we’ll:
Assess your current plan and opportunities
Build a personalized strategy tailored to your life
Guide you step-by-step toward implementation
Monitor your plan over time and make sure you’re on track
Our goal is for you to feel clear and confident from day one.
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We operate on a transparent, fee-based model. This means we’re compensated for our advice and portfolio management—not for selling products. Our compensation structure aligns our success with yours and ensures recommendations are always made in your best interest.
The following is our fee schedule for assets under management:
Assets Under Management: $0 - $1,000,000
Annual Fee: 1.25% annual fee
Assets Under Management: $1,000,001 - $4,000,000
Annual Fee: 1.00%
Assets Under Management: $4,000,000+
Annual Fee: 0.90%
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Yes. We partner with clients who are ready for comprehensive, long-term planning. While every situation is unique, most of our clients have $750,000+ in investable assets or are actively building toward that level.
This ensures we can deliver the level of strategy and hands-on guidance our clients value most. If you’re unsure whether you meet the threshold, reach out—we’re happy to discuss your options.
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We combine deep expertise with a family-style approach. Many advisors focus only on investments or only on transactions—we focus on your whole financial picture and life goals.
Clients choose us because we:
Take time to understand their values and vision
Offer clear, proactive guidance on their next steps
Treat them like family, not accounts
Our goal is simple: your clarity, confidence, and long-term peace of mind.
Ready for a strategy built for your future?
Your financial clarity starts with a simple conversation. Book a complimentary call to get to know our team, share your goals, and see if we’re the right fit for your journey.