Our Mission

At Diversity Equity Financial, we’re all about helping you feel confident about your financial future. We believe that when you understand your options, you’re empowered to make the best decisions for your retirement and overall financial planning.

Edie Jarvis brings 30 years of experience to the table and is fully licensed and registered with the Florida Department of Financial Services. Her passion is helping you navigate your financial journey.

As independent advisors, we have the freedom to choose from a wide range of products and services from top-rated institutions. This means no one-size-fits-all approach and absolutely no sales pressure. Our commitment is simple: we work solely in your best interest, thanks to our fiduciary standard.

We take time to learn about your unique values and goals, then tailor financial solutions that fit your needs. And our support doesn’t stop once your plan is in place—we’re with you every step of the way, monitoring your progress and providing ongoing guidance.

Together, let’s explore the options available to you and build a financial future that feels right.

All About Edie

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. In 2025, she launched Diversity Equity Financial with a clear mission: to make wealth planning accessible for everyone. Recognizing that many have been overlooked by the industry, she is dedicated to changing that by offering personalized, inclusive advice and wealth planning solutions that work for all.

Memberships & Accreditation

Edie has achieved Top of the Table status at the Million Dollar Round Table—a global, independent association of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories.

You name it, we work with them!

What is a Fiduciary?

A fiduciary is a trusted financial professional who operates under a strict legal framework designed to protect your interests. They work with transparency, ensuring that every recommendation is grounded in your unique financial goals and needs.

Why use a Fiduciary?

By law, fiduciaries are obligated to put your interests above their own. This commitment means they must avoid conflicts of interest and provide unbiased advice, ensuring that every decision is made with your financial well-being in mind.

The Fiduciary Difference

Unlike other financial advisors who may be influenced by commissions or product quotas, fiduciaries maintain an independent stance. Their sole focus is on guiding you toward a secure financial future, using personalized strategies that align with your specific goals.