You Need a Financial Plan, We're Here to Help

You visit the doctor to stay healthy. You don't know how to change the oil, so you take your car to the mechanic. Doesn't your financial future deserve the same care from a professional? 

At Edelman Financial, you don't need to know about dollar cost averaging or RMDs. You just need to be an expert in you! Help us learn about your goals in life, and we'll help you learn about how to plan for them.

Edelman Financial Services Statistics

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 27,000 clients, we are on our way to achieve our mission.

More Than 100 Financial Planners, One Philosophy

Every single one of our financial advisors receives rigorous training in Ric Edelman's philosophy, which is based on academic research (including that of a Nobel laureate in Economics) and Behavioral Finance. 

All of our planners believe that everyone, rich or not so rich, deserves great financial advice and planning services. No matter which advisor you work with, you can be confident that they'll put YOUR BEST INTERESTS FIRST and that you are getting the best experience we have to offer.

Financial success

Let's Start Planning Your Financial Future Today

An Edelman Financial advisor can help you build a plan in just 3 simple steps.

1
Talk

Actually, we'll listen as you explain your needs, dreams, and fears. Then we'll design a personalized plan that explains how we can help you reach your financial goals.

2
Act

We work together to implement the plan. Then we keep you updated on where you stand and adapt the plan as life happens.

3
Relax

We're here for you whenever you need us. Call us at any time, for any reason. Buying a new car? Ask our advice. Been offered a new job? Give us a call. Daughter got engaged? Congrats - we'll help you figure out how to pay for the wedding!

If a dollar sign is involved, we can help. We’re just a call or email away.