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Edelman Financial Services, LLC

Edelman Financial Services provides financial planning and investment management services for individuals and families, and 401(k) plans and institutional investment management for small business owners. EFS is also well known for its leading work in financial education, helping millions of people improve their knowledge of personal finance through broadcast, print, events and digital forums. Pursuing its vision of an educated and financially-secure America, the firm manages more than $17 billion for more than 31,000 clients, (1) with 42 offices across the country. The firm’s headquarters and six more offices are in the Washington, DC, metro area. The firm has won more than 100 business, advisory, philanthropic, communications and community service awards. (2)

(1) As of 12/31/16
(2) More information on these awards can be found at
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Proud to be a part of Edelman Financial!
All smiles at our Holiday Celebration!
Enjoying Fall festivities at our HQ (and of course, the food)!
Always a great feeling when you work with your friends!