Manage Your Money and Your Life

Why you need a complete financial plan for your investments and retirement goals

Edelman Financial offers a unique and valuable approach to financial planning. We offer solutions beyond just investment management. We think, plan and act beyond the portfolio. We take a comprehensive view of your entire financial life.

If you’re ready to enjoy the freedom of knowing your full financial picture is understood and professionally managed — with your personal goals in mind — fill out the form to talk with an Edelman Financial Planner for a no-cost, no-obligation consultation.

For 30 years, we’ve created personalized financial plans for our clients. Barron’s has rated us one of the nation’s top independent financial advisors,1 and we’ve created financial plans for more than 34,000 families and manage more than $20.6 billion of their assets.2

We’ll look at your investments, as well as the many other aspects of your finances — expenses, savings, your career, your family situation, taxes, insurance, estate planning and homeownership — to help you take control. We focus on your unique needs and provide personalized service to help set you on the path to achieving your goals for retirement. The experts at Edelman Financial will guide you on your journey to managing your full financial picture.

You know that successful financial plans also include a strong investment portfolio — to match your long-term personal goals. So, when building our clients’ portfolios, we use highly rated investments — 84 percent of the institutional mutual funds and exchange-traded funds we use have earned Morningstar’s Gold, Silver or Bronze ratings. When giving a fund a medal rating, Morningstar expects a fund to outperform its category peers over a full market cycle of at least five years.3

In fact, the majority of assets in almost all of our clients’ portfolios are invested in Morningstar Gold- or Silver-rated mutual funds, and our portfolio models closely match Morningstar’s recommendations for risk management as embedded in the Morningstar® Target Risk Index family.4

Managing your investments is just the beginning. Let our advisors help you reach your dreams and financial goals.