ѨƵ Invests $10 Million to Establish Rowan University School of Financial Planning
April 16, 2026— Today, ѨƵ announced a $10 million commitment to Rowan University to establish theSchool of Financial Planning, powered by ѨƵ.
For 40 years, EFE has believed that great financial planning changes lives. This investment reflects a commitment to ensuring the profession has the talented, mission-driven planners it needs to keep delivering on that promise — for our clients, and for the millions of people who deserve access to high-quality financial guidance.
"Expanding access to high-quality financial advice starts with investing in the people who deliver it. We have championed greater access to financial education, literacy, and guidance for four decades, and are committed to further advancing this mission by building a strong and diverse pipeline of talent prepared to guide investors at every stage of their financial journey."
-Ralph Haberli, CEO & President, ѨƵ
At the April 16 announcement of the historic ѨƵ gift, from left: Rohrer College of Business Dean Matthew Sarkees, Rowan University President Ali Houshmand, Rowan University Board of Trustees Member Jean Edelman, School of Financial Planning Founding Head Ric Edelman, ѨƵ CEO & President Ralph Haberli.
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About ѨƵ
ѨƵ is one of the nation’s leading independent wealth management firms1, founded 40 years ago on the belief that everyone deserves access to high‑quality, personalized financial advice. Today, we sit at the intersection of comprehensive financial planning, workplace retirement guidance, and wealth planning, serving more than one million clients and managing over $326 billion in assets.2We help people navigate their financial lives from their first paycheck through retirement, supported by an independent, fiduciary planner model that puts clients’ best interests first. Leveraging our scale, innovative planning platform, and decades of experience, we are on a mission to expand access to personal, goals‑based advice, meeting clients where they are—and supporting them at every stage of life.
Learn more at www.EdelmanFinancialEngines.com.
1 The Barron’s Top 100 RIA Firms list, awarded in September based on prior 12-month data through June 30th, is an annual ranking of independent advisory firms, based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
2 ѨƵ data, as of December 31, 2025.
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