Edelman Financial Services LLC, one of the largest and best-known financial planning and investment advisory firms in the country, is dedicated to helping ordinary consumers discover the path to financial security.
For more than two decades the planners at Edelman Financial have been providing comprehensive, specially tailored personal finance advice, including college, retirement and estate planning as well as insurance and mortgage guidance, to individuals and businesses. Along the way the firm has received more than 70 financial, business community and philanthropic awards, including ranking among Barron's "Top 100 Independent Advisors."
Ric Edelman, founder, chairman and CEO, is a New York Times best-selling author of seven books, including the personal finance classic The Truth About Money, and host of his own Public Television series and syndicated weekly radio show. He also publishes a monthly newsletter, has built one of the most comprehensive free educational resources online about personal finance at RicEdelman.com, and offers a variety of video and audio programs that help people achieve their financial goals.
Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and Co-CEO, President and a Director of The Edelman Financial Group (NASDAQ: EF). He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
Barron's rankings "Top 100 Financial Advisers," (2004-2010) and "Top 100 Independent Financial Advisers," (2007-2010) based on the quality of the advisors’ practices, including client retention and compliance record, contribution to the firm’s profitability, and the volume of assets overseen by the advisors and their teams.
Vice President, Marketing and Communications
Edelman Financial Services LLC
4000 Legato Road, 9th Floor
Fairfax, VA 22033
Jump$tart Coalition for Personal Financial Literacy