The Edelman Financial Team
While we manage more than $3.5 billion for individuals and families, we always maintain our focus on servicing our clients, educating consumers and developing innovative offerings that can benefit all Americans.
Simply put, Edelman Financial is dedicated to meeting the needs and financial goals of each and every client, people just like you.
Our financial advisors are among the most experienced and successful in the nation -- and we have dozens of industry awards to prove it. But it's the thousands of thoroughly satisfied clients, all taking major strides towards life-long goals that speak loudest on behalf of the EFS Team.
We are more than just an investment firm. We are one of the largest independent financial planning and investment management firms in the nation. We pride ourselves on the level of professionalism we attach to every task -- and the personal attention we pay to every client.
