Experienced and Established
Edelman Financial is one of the largest independent financial planning firms in the nation, managing $14.4 billion for more than 26,000 clients* both online and via 40 offices across the country. Three times ranked the #1 independent financial advisor in the nation by Barron's, Ric Edelman and his team of experienced advisors have been helping thousands of people just like you for 27 years.
We Work for You
We work for people like you, folks who are tired of the deceptive business practices pervasive in the retail mutual fund industry, and who are tired of suffering greater risks, higher fees and lower returns than they should. That’s why they turn to Edelman Financial Services.
You Choose How to Work With Us
Whether you're just starting out in your career, already retired, or in between, you deserve access to the best investment management advice available. With Edelman Financial Services, you get the services and benefits you want and need – from one of the largest independent investment advisory firms in the nation.
You can also get expert help with IRA Rollovers, Money in Motion and Sudden Money. And, you can work directly with an experienced financial advisor, over the phone or at any of our 40 offices nationwide, or open and manage your account online. The choice is yours!