Ric Edelman, twice named the #1 independent financial advisor in the nation by Barron’s,* and his colleagues at Edelman Financial 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 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 is one of the largest independent financial planning firms in the nation, managing $7 billion* for more than 16,000 clients nationwide. For 8 years in a row, Ric has been recognized as a Barron’s top-ranked advisor and was twice named the #1 independent financial advisor in the country.** 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 »
* As of 6/30/11.
** 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.
