Edelman Financial Opens Silver Spring Location

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Firm now has 16 offices in six states

Edelman Financial Services LLC, the nationally recognized investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Silver Spring office, located at 1010 Wayne Avenue, Suite 1200, Silver Spring, MD 20910.

“Consumers have too few opportunities to get the independent, objective financial advice they need,” said Edelman, ranked the nation’s No. 1 independent financial advisor by Barron’s. “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 now in Maryland, Virginia, New Jersey, New York, Illinois and Florida, Edelman Financial manages nearly $5 billion for more than 13,000 clients 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.”

Ric Edelman has been providing financial advice to consumers for almost 25 years. His nationally syndicated radio program, The Ric Edelman Show, airs in in 34 markets, including Washington, DC (WMAL-630AM) and Baltimore (WCBM-680AM) Saturdays from 10am to noon. He is also a sought-after speaker, TV personality and best-selling author of seven books – including the newly updated and expanded fourth edition of his personal finance classic, The Truth About Money, due out in December. Edelman’s Web site is RicEdelman.com.

Edelman’s other DC-area offices are in Fairfax, VA, Alexandria, VA, Bethesda, MD, Howard County, MD, Tysons Corner, VA. Every office can be reached at 888-PLAN-RIC or online at RicEdelman.com.

Ric Edelman is Chairman and CEO of Edelman Financial Services LLC (“EFS”). He is also President and a member of the Board of Directors for Sanders Morris Harris Group. Ric is an Investment Advisor Representative and offers advisory services through EFS, an SEC-registered investment advisor. He is also a Registered Representative of and offers securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

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

Jacqueline Connor


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