WHAT WE DO:
Edelman Financial is one of the largest independent investment and financial planning firms in America, managing more than $5 billion money for individuals and families across the country. Ric Edelman was twice named (2009 and 2010) the #1 Independent Financial Advisor in the nation by Barron’s.
WHAT WE OFFER:
Edelman Financial is well known for providing financial education to consumers nationwide. Ric is a #1 New York Times best-selling author of seven books, including the personal finance classic, The Truth About Money (4th edition to be released December 2010) and The Lies About Money, named 2007 Book of the Year by the Institute for Financial Literacy.
Edelman Financial has just established its Financial Education Division. Our instructors will speak to groups of 20 or more at no charge (travel expenses may apply for events outside the Washington, DC, area), on topics ranging from credit and debt, investments, insurance, home ownership and mortgages, saving for college and retirement, and estate planning. We can customize presentations for any audience and time requirements. Plus, all attendees receive a FREE copy of Ric Edelman's #1 bestseller Rescue Your Money!
Ric Edelman is Chairman and CEO of Edelman Financial Services LLC (“EFS”). He is also President and a member of the Board of Directors for Sanders Morris Harris Group. Ric is an Investment Advisor Representative and offers advisory services through EFS, an SEC-registered investment advisor. He is also a Registered Representative of and offers securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
Barron’s ranking "Top 100 Independent Financial Advisors" (Aug. 28, 2010 / Aug. 31, 2009) based on the quality of the advisors’ practices, including client retention and compliance record, contribution to the firm’s profitability, and the volume of assets overseen by the advisors and their teams.
Jump$tart Coalition for Personal Financial Literacy