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Edelman Financial

  • Financial & Investment Services
25 Burlington Mall Road
Suite 405
Burlington, MA 01803
888-PLAN-RIC

About Us

Edelman Financial Services is a national, independent firm of financial advisors. We manage more than $21.7 billion in assets for more than 35,000 families across the country.

Founded more than 30 read more
  • About

    Edelman Financial Services is a national, independent firm of financial advisors. We manage more than $21.7 billion in assets for more than 35,000 families across the country.

    Founded more than 30 years ago by industry leader Ric Edelman — three times named as the #1 Independent Financial Advisor in the nation by Barron’s and recently ranked as one of the Top 10 Wealth Advisors in the country by Forbes — the firm focuses on making personal finance simpler, easier and more fun.

    With an ''education first'' approach, Edelman Financial ensures that our clients understand how their money is being invested, and we guide the development of financial plans that help them achieve their goals for personal wealth and retirement security.

  • Whom to Contact

    • Jared Rubin
      Associate Director, CFP
      Phone: 339-234-5600

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