Ric Edelman, three times named the #1 independent financial advisor in the nation by Barron’s*, and his colleagues at Edelman Financial Services will provide you with a free, no-obligation financial portfolio review to help you understand:

If you are taking too much risk.
If you are paying too much in fees.
If you own investments that are unsuitable or inappropriate for you based on your individual or family situation.
 
Edelman Financial Services
 

Edelman Financial Services is one of the largest independent financial planning firms in the nation, managing more than $10 billion for 20,000 clients nationwide. *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." Only advisors who apply are ranked. "The Top 100 Independent Financial Advisors" was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009. Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and CEO, President and a Director of The Edelman Financial Group. He offers advisory services through EFS and securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.** Ric Edelman and his team have delivered financial planning and investment management services to thousands of Americans for 25 years. Learn more about Ric Edelman and Edelman Financial Services »
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* As of 3/31/13.

** 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.” Only advisors who apply are ranked. “The Top 100 Independent Financial Advisors” was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009. Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and CEO, President and a Director of The Edelman Financial Group. He offers advisory services through EFS and securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.