Learn Why So Many People Like You Rely on Edelman Financial Services

Edelman Financial is one of the largest independent financial planning firms in the nation, managing $14.9 billion for more than 27,000 clients* both online and via 41 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.

*   as of March 31, 2015
** actual $14.9 billion in client assets rounded up to $15 billion

Edelman Financial Services Statistics

How it Works

1. Talk

Get your Free Portfolio Review from one of our experienced advisors. We’ll examine your current investments and tell you if you’re taking too much risk, paying too much in fees, or suffering returns that are too low. Thousands of people have benefitted from these reviews – now it’s your turn!

2. Act

Need a full financial plan? Let us review your entire financial situation and in just a few short pages you’ll see what you need to do to realize your dreams. And the best part is that we’ll do all the work getting your plan into motion for you!

3. Relax

As an Edelman client you can call your financial advisor any time, for any reason. We do much more than just manage your investments. From employee benefits to insurance and wills & trusts, you can rely on us for all your financial questions and issues. 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! No matter the issue, we’re a call or email away.

9 Reasons to Create a Financial Plan Today

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Financial Planning Confuses a Lot of People

When faced with an array of financial decisions, do you know what to do? Hint: The only thing you need to be an expert in is you!

So, just tell us your financial goals, and we’ll do the rest. With an average of 16 years of experience, our advisors have the talent and expertise to give you the advice you need.  

Take the First Step

Start Planning For Your Future Today

Start today with a Free Portfolio Review from an Edelman Financial advisor. We’ll review your situation with you so can decide if our services are right for you.

At Edelman Financial, planning for your future is easy, even enjoyable! With offices across the country we’ll make you glad you’ve engaged in financial planning.

Use our convenient checklist to help gather everything you should bring with you.