Experience and Expertise
Edelman Financial Services ranks among America's largest independent financial planning and investment management firms. Inc. magazine named Edelman Financial Services America's fastest-growing, privately held independent financial planning firm three times.*
Our founder, Ric Edelman, is one of the nation's most recognized experts on personal finance. He is a bestselling author and has written seven books on personal finance, hosts an award-winning radio program on the ABC Radio Networks, publishes a monthly newsletter, and speaks to thousands each year at conferences and seminars nationwide.
For more than 20 years we have been helping ordinary Americans reach their financial goals. Collectively, our financial advisors have more than 300 years of professional experience in all areas of personal finance, including investments, mortgages and insurance.
Put our experience to work for you today. Call 888-PLAN-RIC or contact an Edelman Financial advisor now.
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* Inc. magazine cover story "Inc. Magazine's list of 500 fastest-growing private companies in the nation -- Ranked #69 overall", October 1995; Inc. magazine cover story "Inc. Magazine's list of 500 fastest-growing private companies in the nation -- Ranked #102 overall", October 1996; Inc. magazine cover story "Inc. Magazine's list of 500 fastest-growing private companies in the nation -- Ranked #142 overall", October 1997; Note: Since May 10, 2005 acquisition by Sanders Morris Harris Group Inc, the company is no longer privately held.



