Ric Edelman Named One of the Top Financial Advisors in America
For Immediate Release
October 01, 2003
Media Contact: Will Casserly
wcasserly@ricedelman.com
(703) 251-0110
Media Contact: Rosa Zediker
rzediker@ricedelman.com
(703) 818-0800 x158
Fairfax VA ? Ric Edelman has been ranked the #1 financial advisor in the nation for focus on the individual client by Research Magazine.
The study by independent author R.J. Shook is the result of months of exhaustive research on thousands of advisors across the country. Advisors were ranked on client focus; delivery of comprehensive financial planning; the array of services provided; compliance records; community service; the ability to survive and thrive in both bull and bear markets; and demonstrated excellence in serving the best interests of the client.
"Ric has built a world-class platform to service his clients," said Shook, "and with regard to focus on individual clients, our research shows Ric as #1." Edelman, chairman of Edelman Financial Services Inc. in Fairfax, VA, was ranked #7 overall on the final list of the top 70 advisors in the nation.
"These financial advisors are champions, in the industry, in life, and for their clients," states the Research Magazine article, one of the most respected publications in the financial industry.
"We're thrilled," said Edelman, "Our goal has always been to provide consumers with outstanding advice and unparalleled service, so that our clients and their families can achieve the American Dream of financial success." Edelman's firm, founded in 1987, has become by far the largest financial planning firm in the Washington, D.C., area. Edelman Financial Services Inc. has won more professional, business and media and community service awards than any other financial planning firm and was ranked earlier this year by Bloomberg as the nation's 6th largest independent planning firm*.
Shook's study will be released as a book next year called The Winner's Circle TM. His research provides a comprehensive look at the philosophies and strategies behind today's most successful financial advisors ? the key investing techniques, wealth management, client services, and community mindedness that go into building a first-class financial planning practice. The Winner's Circle spotlights the best financial advisors in the nation, each representing the highest levels of ethical standards, professionalism and success.
* Bloomberg Wealth Manager magazine, cover story July/August 2003. Based on a survey of 370 independent financial planning firms who offer comprehensive financial planning; more than 50 percent of client base are individuals; with client assets in excess of $25 million. Edelman Financial Services ranked #1 based on number of clients (6,500), #6 based on client assets ($1.7 billion) and #327 based on size of average client account ($230,000).
Rescue Your Money, written by award-winning financial advisor Ric Edelman, is your personal investment recovery plan.
