Edelman Financial Services

Led by Ric Edelman, TV and radio show host and best-selling author, Edelman Financial Services is the country’s #1 independent financial advisor. We designed a site that leverages his reputation while showcasing the firm’s ability to help you succeed financially at every life stage.

Financial Advice That Fits Your Life

We build trust and confidence with the audience by showing them how Edelman Financial Services offers sound financial advice and resources appropriate at every life stage.

Make It Fresh & Friendly

We bring financial planning to life with friendly, informative illustrations that take the fear out of your finances. Our messaging strategy includes light-hearted, but insightful "Ric-ism” quotes and engaging calls to action to support our approachable design.

Educate With Expert Insights

Each category in the Education Center pulls together hundreds of articles written by experts at the firm, plus related topic-based clips from Ric’s radio and TV programs. Simplicity and usability was essential, enabling users to scan and sort resources in an easy interface.

Get in Touch

(202) 223-8656