Ric Edelman knows first-hand how hard it can be to find the right personal financial advisor.
Decades ago, Ric and his wife Jean wanted clear, concise financial counseling that made sense. What they got instead was a disappointing experience with a product-pushing stockbroker who gave no consideration for their situation or long-term aspirations.
Not one to give up, Ric and Jean set out to find the right investment choices for themselves, and they then built a financial planning practice so they could share with others what they'd learned. Ric's grasp of financial topics and his unique perspective have helped millions get on the path to financial freedom.
Financial Educator
The Ric Edelman Show can be heard across the nation on America's leading talk-radio stations via the ABC Radio Networks. Ric's syndicated newspaper column, The Truth About Money, delivers candid advice to readers across the country. His monthly newsletter, PBS television special, educational video and audio programs, and a resource-packed website (RicEdelman.com) round out Ric's dedication to improving the financial literacy of consumers everywhere.
Best-Selling Author
The Truth About Money became an instant bestseller (70 weeks on the best-seller lists, including 21 weeks at #1). Now widely regarded as the personal finance classic, it made Ric Edelman a household name. His 3rd book, Ordinary People, Extraordinary Wealth, was a #1 New York Times bestseller. Rave reviews also go to The New Rules of Money, Discover the Wealth Within You, and What You Need to Do Now, published shortly after 9/11. Ric's latest book -- his first in more than 5 years -- is rocking the investment world with its expose on the retail mutual fund industry; The Lies About Money hit bookshelves October 2007. Together, more than one million copies of his books are in print and have been translated into several languages, educating countless people worldwide.
Guest Expert
Ric has testified before Congress three times and was the only financial advisor in the nation to serve as a delegate, appointed by the president, to all three National Summits on Retirement Savings. A trusted financial source, Ric has been quoted in countless articles, heard as a guest on hundreds of radio stations, and appeared on every major television news network. A sought-after speaker, Ric has earned a reputation as one of the most entertaining and informative experts in his field.
Acclaimed Financial Advisor
In 2007, Wealth Manager magazine named Ric and Edelman Financial the largest firm in the nation based on number of clients, and Barron's has four times (2004–2007) ranked Ric Edelman among "America's 100 Top Financial Advisors." In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked the #1 advisor in the nation by Research magazine for his focus on the individual client, and ranked #42 on Registered Rep magazine's list of "America's Top 50 Advisors." Inc. magazine three times named the firm the "fastest-growing privately-held financial planning firm in the country." He received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame. He also taught personal finance at Georgetown University for nine years and is a state- and AICPA-approved instructor for continuing professional education and a member of the FINRA Board of Arbitrators.
Philanthropic Activities
Edelman Financial gives back in different ways -- across the Washington, DC metro area and throughout the country. Ric served five years on the Board of the United Way of the National Capital Area and in 2007 completed an unprecedented two-year term as Chairman of the Board. He also serves on the boards of The Boys & Girls Clubs of Greater Washington, D.C., and its foundation.
Ric is a full partner of the American Savings Education Council and the Jump$tart Coalition for Personal Financial Literacy, a former board member of Junior Achievement of the National Capital Area and served for three years on the Grants Committee of the Foundation for Financial Planning, where he remains a major donor.
Ric and Jean have donated $1 million to Rowan University, which named its new planetarium in their honor. They also funded the Edelman Nursing Career Development Center at Inova Health System Foundation, and actively support HEROES Inc. for survivors of fallen police officers and fire fighters, Make-a-Wish Foundation, The Leukemia & Lymphoma Society, and many other charities.
Investment Advisor
Ric is a Registered Representative of and offers securities through SMH Capital, Inc., member FINRA, SIPC, and an Investment Advisor Representative with Edelman Financial Services LLC, a Registered Investment Advisor. Ric also holds six professional designations and was appointed to the Honorable Order of Kentucky Colonels by the state governor.
For more about Ric Edelman, visit www.ricedelman.com
