At Edelman Financial We Put the Client First
Our mission is to make professional financial advice and investment services accessible to everyone. We believe that by putting our clients first, explaining complex financial topics in easy to understand language, and helping those in need, we can achieve that goal.
Edelman Financial is one of the largest independent financial planning firms in the nation, and our founder Ric Edelman has been three times ranked the #1 Independent Financial Advisor in the nation by Barron's. With more than 29,000 clients, we are on our way to achieve our mission.