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Who We Are

We are America’s largest independent investment advisor,* ranked #1 for quality in 2018 by Barrons.** Today we serve more than 1.1 million clients across the country with comprehensive financial advice and investment management services.

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What We Do

Edelman Financial Engines helps you reach your financial dreams so you can enjoy your life. Our comprehensive approach to planning and use of proprietary technology helps you and your family achieve your financial goals.

Learn about our Financial Planning

Why We're Different

Edelman Financial Engines brings together the Nobel prize-winning technology of Financial Engines and the easy-to-understand financial advice and education of Edelman Financial. And by consistently placing our clients first and focusing on quality, we’ve grown to be the largest independent investment advisor,* ranked #1 for quality in 2018 by Barron’s.**

Get to Know Us

Are We Right for You?

You work hard to secure financial stability, but it takes a significant amount of knowledge, time and desire to create and manage a financial plan. If you would like a partner that does the heavy lifting for you, you’ll value the planners of Edelman Financial Engines.

Let's get started

I'm Ready to Get Started
I Want to Learn More First

Who We Are

We are America’s largest independent investment advisor,* ranked #1 for quality in 2018 by Barrons.** Today we serve more than 1.1 million clients across the country with comprehensive financial advice and investment management services.

Learn More

What We Do

Edelman Financial Engines helps you reach your financial dreams so you can enjoy your life. Our comprehensive approach to planning and use of proprietary technology helps you and your family achieve your financial goals.

Learn about our Financial Planning

Why We're Different

Edelman Financial Engines brings together the Nobel prize-winning technology of Financial Engines and the easy-to-understand financial advice and education of Edelman Financial. And by consistently placing our clients first and focusing on quality, we’ve grown to be the largest independent investment advisor,* ranked #1 for quality in 2018 by Barron’s.**

Get to Know Us

Are We Right for You?

You work hard to secure financial stability, but it takes a significant amount of knowledge, time and desire to create and manage a financial plan. If you would like a partner that does the heavy lifting for you, you’ll value the planners of Edelman Financial Engines.

Let's get started

I'm Ready to Get Started
I Want to Learn More First

Talk with a Financial Planner.
No cost, no obligation.

In 2018, Barron's ranked us the
#1 Independent Investment Advisor**     
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Retirement & Estate Planning

Financial Planning for Your Life

You Plan Your Weekends, What About Your Financial Future?

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We spend our days creating professional financial plans for our clients. You spend your days being you. Together we can create a custom plan with your specific goals and dreams in mind.

Not sure you're ready to get started? Find out more about the Edelman Financial Engines planning process and how we work with you.

LEARN MORE ABOUT FINANCIAL PLANNING
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