Comprehensive Advice, Stellar Service

The rules of money have changed. If you handle your money the way your grandparents handled theirs, you'll fail where they succeeded.

That's because life is so different today. The cost of living has never been higher, while a third of your income goes to taxes. Longer life expectancies mean you run the risk of not having enough money to retire comfortably, and being unable to care for aging parents or leave a legacy for your children. And today's consumers relocate more often, change jobs more often, have children and grandchildren later in life, and even marry more often.

That's why you need expert advice. You need Edelman Financial. We're much more than just an investment firm: our clients enjoy professional guidance in all areas of personal finance, including college planning, retirement planning, mortgages, insurance and estate planning.