NAHC and Edelman Financial Services Announce Alliance

NAHC and Edelman Financial Services Announce Alliance

October 21, 2014 01:02 PM


For additional information:

Sarah Kenney
Edelman Financial Services
(703) 246-6748

Barbara D. Woolley
National Association for Home Care & Hospice
(202) 547-7424


Washington, DC, October 20, 2014 – The National Association for Home Care & Hospice (NAHC) and Edelman Financial Services are pleased to announce that Edelman Financial Services will provide financial education, financial planning and investment management services to NAHC’s 33,000 home care and hospice agencies and members.
“I am very pleased to announce our alliance with Edelman Financial Services,” said NAHC President Val J. Halamandaris. “This partnership provides a great service to our members and will be a great long-term relationship with the community.” Headquartered in Washington, DC, NAHC is the largest, widely respected professional association representing the interests of the infirm, chronically ill and disabled of all ages and the caregivers who provide them with home care and hospice services.
“We are honored to provide financial education and advice to home care and hospice agencies and members,” said Ric Edelman, Chairman and CEO of Edelman Financial. “We are excited to be NAHC’s partner. We’ve supported nurses for many, many years, and we remain committed to helping nurses obtain financial security.” Ric Edelman was a keynote speaker at NAHC’s annual conference on October 20, 2014, in Phoenix, AZ.
Edelman hosts a weekly radio show and is a #1 New York Times best-selling author. He has been ranked the nation’s #1 Independent Financial Advisor three times by Barron’s.1 He is Chairman and CEO of Edelman Financial Services. With 38 offices across the country, the firm serves more than 26,000 individuals and families and manages $13.7 billion in assets.2
About Edelman Financial Services
Edelman Financial Services provides financial planning and investment management services for individuals and families, as well as 401(k) plans and institutional investment management for businesses. The firm has won more than 100 financial, business, community and philanthropic awards.3 For investment advice and other financial planning services, or to speak with an advisor, call 888-PLAN-RIC (888-752-6742) or visit
About NAHC
The National Association for Home Care & Hospice (NAHC) is a nonprofit organization that represents the nation’s 33,000 home care and hospice organizations. NAHC also advocates for the more than two million nurses, therapists, aides and other caregivers employed by such organizations to provide in-home services to some 12 million Americans each year who are infirm, chronically ill and disabled. Along with its advocacy, NAHC provides information to help its members provide the highest quality of care and is committed to excellence in every respect. To learn more about NAHC, visit

Ric Edelman is Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Adviser, and CEO, President and a
Director of Pinnacle Summer Investments, Inc. He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

1 According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.
2 As of September 30, 2014

3 Throughout the firm’s 25 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.