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    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    Whether you're just starting out in your career, already retired, or in between, you deserve access to the best investment management advice available. With Edelman Financial Services, you get all the services and benefits you want and need – from one of the largest and most acclaimed independent investment advisory firms in the nation.

    You can also get expert help with IRA Rollovers, Money in Motion and Sudden Money. And, you can work directly with an experienced, talented financial advisor, over the phone or at any of our 30 offices nationwide, or open and manage your account online. The choice is yours!


    According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    You're out of school, and earning a real paycheck! Now, it's time to start thinking about your financial future! Time to think about…

    …participating in your retirement plan at work
    …managing your debts
    …building cash reserves
    …saving some of your paycheck so you can afford to buy a car, a home …and so much more!

    The sooner you start saving for your future the better — and the time to get started is right now! Put our investment management services to work for you today.

    And, you can work directly with an experienced, talented financial advisor, or open and manage your account online. The choice is yours!

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    Sometimes, bad things happen to good people. Despite your highest hopes, best intentions and hardest work, life can toss the unexpected into your path, derailing even the best financial plans.

    Job loss, divorce, medical problems, the death of a family member, legal judgments, bad investments, business setbacks – these and other challenges can leave you wondering if it's still possible for you to achieve your financial goals.

    Yes, you can! The good news is that, no matter what your current situation, it's not too late to start over.

    Get re-started right now. Put our investment management services to work for you today.

    And, you can work directly with an experienced, talented financial advisor, or open and manage your account online. The choice is yours!

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    You're in your prime earning years – but already envisioning the day when you no longer have to earn an income to sustain your lifestyle.

    But big expenses yet loom – anything from buying a home to sending kids to college or paying for a daughter's wedding. Given all this, will you really be able to retire, and on your terms?

    Yes you can, and we can help.

    Now, you can work directly with an experienced, talented financial advisor, over the phone or at any of our 30 offices nationwide, or open and manage your account online. The choice is yours!

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    Retirement, once a long way off, is fast approaching.

    Can you afford to retire, and sustain your lifestyle for the rest of your life?

    From a financial planning perspective, you're now at perhaps the most critical stage of your life, and there's no substitute for professional advice and effective investment management.

    Let us help you determine if your investments are positioned properly so your upcoming retirement will be all that you've envisioned and worked toward.

    Now, you can work directly with an experienced, talented financial advisor, over the phone or at any of our 30 offices nationwide, or open and manage your account online. The choice is yours!

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    Even though you don't have to work hard anymore, your money still does!

    To make sure your income lasts for your lifetime, you need to make sure your investments overcome the dual challenges of inflation and taxes. If you're not careful, these certainties will mean a reduced income over time, perhaps even risking your ability to support yourself in the manner to which you desire and have become accustomed.

    Let us help you determine if your investments are positioned properly so your retirement security can remain intact. You can work directly with an experienced, talented financial advisor, over the phone or at any of our 30 offices nationwide, or open and manage your account online. The choice is yours!

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    You probably have money in an IRA already. But how is it being managed?

    Chances are you have worked for a number of employers during your career. That means you might have left money behind in old retirement accounts with former employers. It's not uncommon. After all, you have a lot to think about when you leave an employer – and that retirement account might have been the last thing on your mind at the time.

    Your ability to retire in comfort may depend on how you handle the money that's lying dormant in old IRAs and in retirement accounts left behind at old jobs. Don't let that money linger there, where it could be suffering from low returns, high risks and high fees.

    Instead, consider rolling that money to an IRA managed by Edelman Financial. Doing so can help assure that your money will enable you to meet your future retirement needs.

    Let us help you move your old retirement accounts to an IRA. You can work directly with an experienced, talented financial advisor, over the phone or at any of our 30 offices nationwide, or you can open and manage your account online. The choice is yours!

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    You've sold your house, paid off the mortgage and bought your next home – and you still have a tidy sum left over. Or maybe you've exercised stock options at work.

    There are lots of reasons that people find themselves involved with "money in motion" and it's important you manage the proceeds effectively.

    Let us help you determine the best way to handle your money in motion. Now, you can work directly with an experienced, talented financial advisor, over the phone or at any of our 30 offices nationwide, or open and manage your account online. The choice is yours!

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    If you've recently come upon a windfall, you know that strong emotions came with it – and not always pleasant ones. Lottery winners quickly learn the challenges of dealing with friends and family – and strangers – who want "their share." Inheritances arrive because a loved one has died, and "winning" a legal judgment often means that you or a member of your family has suffered serious injury or injustice.

    Whether your sudden money is accompanied by joy or sorrow, strong emotions can interfere with your ability to manage the funds prudently, responsibly and effectively. After all, money doesn't come with instructions.

    So before you take a trip around the world, pay off your mortgage or quit your job, make sure you get the advice you need. Either manage your newfound assets properly, or you may find that your sudden money could disappear just as fast as it came.

    Let us help you determine the best way to handle your sudden money. You can work directly with an experienced, talented financial advisor, over the phone or at any of our 30 offices nationwide, or open and manage your account online. The choice is yours!

  •  
     
    Invest with Edelman Financial

    Or Call Us at

    888-752-6742

     

    Your business or organization has money, and it must be managed properly in order for you to sustain and carry out your mission.

    • You need an effective retirement plan to help you recruit and retain talented employees.

    • You need a successful investment management program to help you serve as a proper steward of the money your organization has accumulated.

    We have experienced financial experts who specialize in the needs of small and mid-sized companies, organizations, foundations, endowments and associations. Talk with us today to learn how The Edelman 401(k) and our Institutional Services can help you.