Ric Edelman

Fredric Mark "Ric" Edelman is an educator, innovator, influencer, and philanthropist. He and his wife Jean founded Edelman Financial Services in 1986 because the financial services industry was failing to serve the vast majority of Americans. Vowing to fill this void, they emphasized serving all investors regardless of their investable assets, with a focus on financial education to help consumers achieve their financial goals.

Today, Edelman Financial is the largest independent financial planning and investment management firm in the nation, with $300 billion in AUM and serving 1.4 million households. Ric and the firm have won more than 100 financial, business, community and philanthropic awards.