Ric Edelman

RicEdelman headshot 180x265

For over 30 years, Ric Edelman been dedicated to teaching everyday people about personal finance.

When Ric Edelman and his partner and wife Jean launched Edelman Financial Services in 1987, their aim was to upend the traditional practices of the financial industry by subscribing to one simple but ultimately radical principle: Refuse to be salespeople. Critical of financial planners who approached their jobs as if they were salesmen — pushing whatever investment idea was hot at the moment and not always acting in the best interest of their clients — Edelman would be different. Ric’s client-centric approach resonated with the everyday American families looking for straightforward financial help.

Ric’s unique approach to helping people earned him the 2017 IARFC’s Loren Dunton Memorial Award, given to an individual who has made a substantial contribution to the financial services profession and/or the financial interests of the public.1 

Today Ric is widely regarded as one of the nation’s top financial advisors, having been named in 2016 among the country’s Top 10 Wealth Advisors by Forbes magazine2 and the nation’s #1 Independent Financial Advisor (three times) by Barron’s,3 

As a #1 New York Times bestselling author with more than 1 million copies collectively in print, Ric’s ten books on personal finance have been translated into several languages and have educated countless people worldwide. The Truth About Money, recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2011),4 is a comprehensive, practical, "how-to" manual on financial planning, and is one of the most highly acclaimed books in the personal finance field. His other titles include The Lies About Money, The Truth About Retirement Plans and IRAs, and Rescue Your Money . His ninth book, The Truth About Your Future, published in March 2017, reveals how exponential technologies will alter virtually every aspect of your life — with profound implications for your personal finances.  His most recent book and his first children’s book, The Squirrel Manifesto, teaches kids—and their parents—the value of spending money, saving for the future, and giving to charity.

The Ric Edelman Show has been airing on the radio for more than 25 years and is heard throughout the country. In 2018, Ric was named among the top 100 radio talk shows hosts by TALKERS magazine, making it the sixth year the editors have named him one of the most important radio talk show hosts in America.5 Ric’s television series and specials, The Truth About Money, airs on Public Television stations across the U.S. and in Asia.

Ric taught personal finance at Georgetown University for nine years and has guest lectured at Roger Williams University, George Washington University and Rowan University, where he was the first to be awarded the title of Distinguished Lecturer. He is also a state- and AICPA-approved instructor for continuing professional education and was a FINRA Arbitrator.

Ric graduated cum laude from Rowan University in 1980. The university bestowed upon him an honorary doctorate in 1999. In December 2012, Ric graduated from the Executive Program at Singularity University. Ric is on the advisory board of Rowan University’s College of Communication & Creative Arts, and in 2007 was inducted into the Rowan Public Relations Student Society Hall of Fame. The university named both its planetarium (2002) and fossil park (2016) after Ric and Jean Edelman in recognition of their financial support to the university.

Ric serves on the Southeast Board of the Boys & Girls Clubs of America, is a member of the Boys & Girls Clubs of Greater Washington Foundation Board, served on the BGCGW Metropolitan Board of Directors for seven years and serves on the BGCGW Leadership Council. He is a Policy Board Member of the American Savings Education Council and is on the Foundation Board of Directors for the Wolf Trap Foundation for the Performing Arts, where he serves on the Executive Committee and is Chair of the Audit Committee. Ric and Jean are benefactors of the Inova Edelman Center for Nursing at Inova Health Foundation and the Inova Center for Advanced Medical Simulation. They are also supporters of the Northern Virginia Therapeutic Riding Program, HEROES, the Make-A-Wish Foundation, the Leukemia & Lymphoma Society and other charities.

1Presented by the International Association of Registered Financial Consultants (IARFC). Candidates must hold a professional designation and must have disseminated their comments on financial topics by having them widely published in articles, journals, books, etc. They must have provided outstanding personal service or leadership in the financial services industry. Nominees must have participated in some aspect of financial education to the public or to other members of the profession. Investor experience/returns were not considered.

2Forbes rankings are the opinion of SHOOK Research and are based on advisor interviews, client retention, industry experience, compliance record, assets under management and revenue generated for the firm. Investment performance is not considered. Advisors do not pay to be in the ranking.

3Rankings for 2009, 2010 and 2012. Barron's ranking has three major components: assets managed, revenue produced and quality of the advisor's practice. Does not assess investment returns. Quality-of-practice component includes advisor regulatory record. Rankings based on universe of applications submitted through self-nomination to Barron’s.

4In 2011 The Truth About Money 4th Edition received the Book of the Year Award from the Institute for Financial Literacy for Excellence in Financial Literacy Education. Each year, the Institute for Financial Literacy presents EIFLE Awards to individuals and organizations that have shown exceptional innovation, dedication and commitment to the field of financial literacy education.

5TALKERS magazine “Heavy Hundred” ranking is based on a number of both quantitative and qualitative criteria and is determined by collective analysis of the TALKERS editorial board with input from a wide variety of industry leaders. Investor experience/returns were not considered as part of this ranking.