Edelman Financial Services
Edelman Financial Services is one of the largest independent financial planning firms in the nation , managing more than $10 billion for nearly 20,000 clients nationwide . Three times ranked by Barron’s as the #1 Independent Financial Advisor in the nation , Ric Edelman and his team have delivered financial planning and investment management services to thousands of consumers for 25 years.
Investment Management – Which is more important, risk or return? We’re concerned about both, and you should be too. That’s why our investment management philosophy and methodology take full advantage of the latest academic research, emphasizing a long-term approach, extensive diversification, and strategic rebalancing. Instead of making wild guesses and hoping it all works out, you need a solid approach that’s proven and time-tested. And that’s exactly what we provide. From Modern Portfolio Theory and the Fama-French Three Factor Model to recent discoveries in Behavioral Finance, our investment philosophy is based on the latest academic research. Come learn how you can take advantage of our many years of experience.
Financial Planning / Individuals – For 25 years, Ric Edelman has provided consumers with a highly talented and experienced team of financial professionals. Of course, our financial planners are knowledgeable and undergo extensive training and continuing education. But just as important to you, they are skilled listeners who take the time to understand your unique financial situation in order to give you personalized advice and specific investment recommendations that can help you achieve your goals. The planners and support staff of Edelman Financial Services don’t merely use Ric Edelman’s approach to investing and financial planning: They also embrace his down-to-earth and common-sense philosophy.
Financial Planning / Institutional – Our Institutional Services Team serves for-profit, nonprofit and religious organizations and charities, trade and professional associations, corporations, foundations and endowments, community groups and service organizations, schools and universities, and trust accounts.
Whether yours is a small or mid-size organization, foundation, endowment or association, we can provide the expertise you need to manage your assets, whether your need is to produce additional current income or grow your assets for future use.
401(k) – What can be done to help improve 401(k) plans for both workers and their employers? 401(k) plans have profoundly changed the American retirement landscape. Although workers should be able to create a sufficient amount of retirement income through 401(k) plans, millions of employees will instead reach retirement without enough money due to poor plan design, limited or inferior investment opportunities, and excessive costs. Edelman Financial can help. Our 401(k) services address the problems of traditional 401(k)s and provide a better product for employers and their employees.
 Financial Advisor magazine’s July 2008 ranking of registered independent advisors with $1 billion or more in assets (based on 2007 total assets).
 As of 3/31/2013.
 According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.