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Who We Are
One of the nation’s largest, top-ranked independent financial planning firms1

Edelman Financial Services is a national, independent firm of financial advisors. We manage more than $19.5 billion in assets for more than 33,000 families across the country.

Founded more than 30 years ago by industry leader Ric Edelman — three times named as the #1 Independent Financial Advisor in the nation by Barron’s and recently ranked as one of the Top 10 Wealth Advisors in the country by Forbes2 — the firm focuses on making personal finance simpler, easier and more fun.

With an "education first" approach, Edelman Financial ensures that our clients understand how their money is being invested, and we guide the development of financial plans that help them achieve their goals for personal wealth and retirement security.

More Than 33,000 clients, $19.5 billion in client assets, 43 offices, 30 years of providing financial services, as of 7/31/17
What We Do

What We Do
Personalized financial planning and managing your investments

For 30 years, Edelman Financial Services has helped families like yours achieve their financial goals by providing personalized financial planning and investment management services.

Our personalized financial plans take every aspect of your life into account, including savings and investments, your career, your family situation, taxes, insurance, estate planning and homeownership.

We listen to you to understand your specific dreams and goals, and develop a personalized financial plan to help you achieve them.

We manage our clients’ investments through an asset management program that makes it easy for them to diversify their investments across multiple asset classes. Pioneered by Ric Edelman, the Edelman Managed Asset Program® (EMAP) uses a variety of approaches to help ensure your investments meet the goals you establish by working with your financial advisor.

Why We’re Different
In-person meetings with an experienced financial planner
Goals-based approach to financial planning

Working with Edelman Financial Services is different than working with many other advisory firms and brokerage companies.

We take a goals-based approach to financial planning. This starts with an in-depth understanding of you and your family, your current situation and your aspirations — not just for your money, but for your entire life. We’ll craft a financial plan that is personalized just for you.

You will work in person with an experienced, qualified financial planner. Our planners average 17 years of experience in the industry and are specifically trained in Ric Edelman’s philosophy and approach to financial planning.

In addition to your planner, you will have access to a team of professionals who can handle any aspect of your account.

Your planner and their team will regularly offer to meet with you to guide you through the maze of financial decisions you make through the years, in order to help you reach your goals.

Why We're Different
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Are We Right for You?
Personalized service from your financial planner Comprehensive financial planning for all aspects of your personal finances

You should consider working with us if you want to take control of your personal finances and help ensure you achieve your goals.

At Edelman Financial Services, we focus on your unique needs and provide a level of personalized service many firms can’t match, backed by our comprehensive approach to financial planning and investment management, and our founders’ philosophy of personalized financial success.

You deserve to enjoy the freedom of knowing that you have your full financial picture understood and professionally managed — with your personal goals in mind.

An Edelman Financial Planner will be your personal guide to help you on your path to financial success.

Talk with an Edelman Financial Planner. No cost, no obligation.

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