Edelman Financial Opens Office in Boca Raton, FL

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Award-winning firm opens office in South Florida to meet local demand.

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Consumers have too few opportunities to get the independent, objective financial advice they need.

Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Boca Raton office, located at 7900 Glades Road, Suite 310, Boca Raton, FL 33434.

“Consumers have too few opportunities to get the independent, objective financial advice they need,” said Ric Edelman, ranked the #1 independent financial advisor in the nation by Barron’s1. “We receive hundreds of phone calls and e-mails every week from people seeking financial advice and information, so we are opening more local offices to help them.”

With offices in Maryland, Virginia, New Jersey, New York, Illinois, Michigan, Massachusetts and Florida, Edelman Financial manages $6.5 billion for nearly 15,000 clients2 across the country. While most investment firms serve only the wealthy, Edelman Financial is known for also catering to those who are not yet millionaires. “Although many of our clients have a high net worth,” Edelman explained, “the vast majority of our clients are not in that exclusive realm. Our clients typically are middle class folks trying to pay for college for their kids while trying to secure their own retirement. It’s an honor to serve them.”

About Ric Edelman and Edelman Financial Services
Ric Edelman has been providing financial advice to consumers for almost 25 years. His brand new television series The Truth About Money with Ric Edelman airs on Public Television stations across the country, and his syndicated radio program can be heard in 39 markets. He is also a sought-after speaker and best-selling author of seven books. To learn more about personal finance, visit Ric online at RicEdelman.com.

Edelman Financial Services provides financial planning and investment management services for individuals and families, as well as 401(k) plans and institutional investment management for businesses. The firm has won more than 75 financial, business, community and philanthropic awards. For investment advice and other financial planning services, or to speak with an advisor call 888-PLAN-RIC (888-752-6742), or visit RicEdelman.com.

Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and Co-CEO, President and a Director of The Edelman Financial Group (NASDAQ: EF). He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

1. Barron’s ranking “Top 100 Independent Financial Advisors” (Aug. 28, 2010 / Aug. 31, 2009) based on assets under management, revenues the advisors generate for their firms, and the quality of their practices.

2. As of March 31, 2011.

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Will Casserly
Edelman Financial Services
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