Edelman Financial’s Wealth Advisors provide financial planning, investment management and brokerage services to high-net-worth clients and consumer households, as well as institutions.

Our Wealth Advisors includes the branch offices of Sanders Morris Harris Inc.—a full service broker/dealer—as well as affiliated wealth managers and Registered Investment Advisors that are wholly or partially owned by Edelman Financial.

Sanders Morris Harris Inc., member FINRA/SIPC, is a registered broker-dealer and investment advisor and may be unaffiliated with the financial institution where investment services are offered. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. You should review any planned financial transactions that may have tax or legal implications with your personal tax or legal advisor.

Investment Products are not FDIC-insured, are not bank guaranteed, and may lose value.