| DC Financial Planning Firm that Hires Attorneys?

DC Financial Planning Firm that Hires Attorneys?

no please asked:


Does anyone know of a financial planning firm where most planners/advisors are attorneys? I DO NOT MEAN traditional wirehouse and mainstreet firms like Morgan Stanley, Smith Barney, Ameriprise etc. Similarly, I DO NOT MEAN a traditional white shoe law firm that has “investment management” or “estate planning” as practice areas. I specifically am wondering where I might find an attorney/financial planner who works on a fee basis, as opposed to commissioned-based sales reps that churn in and out the door of all the typical name brand firms.

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Comments

One Response to “DC Financial Planning Firm that Hires Attorneys?”

  1. hELi}{nEbULa*[NGC7293] on March 27th, 2009 7:04 pm

    Dear RoKnows, This may be what you’re looking for…

    Through its subsidiary, Edelman Financial Services, The Edelman Financial Center, provides financial planning services with respect to more than $2.6 billion for individuals and families. Ric Edelman is a #1 best-selling author who has written five books on personal finance, including the classic The Truth About Money. His books have been translated into six languages and collectively have sold more than 1 million copies. Edelman hosts weekly financial planning programs on WMAL Radio (Saturday 10am-11:45am) and Newschannel 8 (Monday 8:30pm) and is frequently quoted in the media. The firm has won more than 60 awards; in 2004 alone, Registered Rep Magazine listed Ric Edelman as one of “America’s Top 50 Advisors,” Research Magazine ranked him the #1 advisor in the nation for his focus on the individual client and inducted Edelman into its Financial Advisor Hall of Fame, and Bloomberg Wealth Manager ranked EFS the largest independent financial planning and investment management firm in the nation based on number of clients.
    GOOD LUCK