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Build Your Financial Plan

You don't need to be an expert in financial planning, you just need to be an expert in you! We'll take the time to learn about your goals and create a plan that helps you prepare for them. And any time you have a decision to make that has a dollar sign involved, we're just a phone call away.

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Manage Your Investments

At Edelman Financial Services our job is to make Wall Street understandable and accessible. The Edelman Managed Asset Program® (EMAP) is simple to use, just answer 7 simple questions and then EMAP suggests an asset allocation model matched to the amount of risk you're willing to take.

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