Financial planning for people who want more.
Create a financial future that matches your ambition with personal, comprehensive solutions designed with you in mind.
1.3m clients
93% client
satisfaction1
$293b assets under management
1. Client Satisfaction Survey Disclosure: The 2023 survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company, distributed to over 53,000 clients, of which over 9,000 responded (17%). Responders were asked to rate their satisfaction level with their planner. On a scale of 1-5, 93% rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 90% rated their experience as highly likely to recommend EFE to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
1.3 million clients as of September 30, 2024.
293 billion in client assets managed as of December 31, 2024.
140+ locations and counting.
We meet you where you are. Search our locations to find a financial planner near you — or set up a virtual meeting.
As of September 30, 2024, Edelman Financial Engines had 143 locations.
More flexibility to grow at your own pace.
Here’s a quick glimpse of the services we offer. You might not need all of them right now, but you can rest easy knowing they’re here for you when you’re ready.
See how our holistic approach integrates all aspects of your financial life.
Financial Deep Dive: As a new client, we’ll start with a review of your current situation to identify areas for improvement.
Personalized Goal Setting: Your planner will put together an actionable plan based on your unique goals.
Ongoing Reviews: On demand check-ins help ensure your plan stays aligned with life changes and market shifts.
Retirement Mapping: Together, we’ll discuss what your ideal retirement looks like and how much you need to save.
Income Planning: Further support your lifestyle goals with a plan for how to structure withdrawals and pace your spending.
Asset Protection: We’ll create a plan to help you safeguard your wealth for a smooth transfer to the next generation.
Put your trust in independent, fiduciary advice that prioritizes your best interests.
More about investment management
Innovative Optimization Engine: Advanced securities modeling and data-driven strategies are the foundation of what we do.
Personalized Portfolios: Not just data, we add human insight to craft a portfolio that aligns with your tax and income goals.
Ongoing Performance Monitoring: Regular portfolio reviews and adjustments help you stay on track long term.
Get expert help deciding what kind of insurance you do and don’t need.
Insurance Review: We’ll review disability, umbrella and other insurance policies to help identify coverage gaps.
Life Insurance Assessment: A focused conversation about what role life insurance can play in your overall financial plan.
Long-Term Care Evaluation: Together, we’ll discuss if long-term coverage is needed to help safeguard future healthcare needs.
Tax Strategy: While we don’t prepare tax returns, we can help you keep more of what you earn by helping to minimize tax liability.
Tax Guidance: Get expert help navigating charitable giving, tax loss harvesting and other complex topics.
Tax Law Monitoring: We track evolving tax laws and their impact on your financial strategy so that you don’t have to.
Legacy Design: Wealth distribution. Guardianship designations. Healthcare directives. We start by understanding your wishes.
Key Document Review: Wills, trusts and more — we can help identify any documentation gaps and connect you with a lawyer in your area.
Estate Tax Mitigation: A key part of your plan is developing strategies to help minimize estate tax liabilities for your heirs.
Industry recognition for what we do.
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Independent Financial
Advisory Firm 7 years in a row2018-2024
Awarded each September by Barron’s, based on data within a 12-month period.
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Managed Account Provider for
Workplace Retirement PlansListing published 3Q 2024 and is base on Jun. 30 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
One of the smartest things I ever did was join Edelman Financial Engines, period.
Jim K.
Jim K., a current client of Edelman Financial Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
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Plan like you mean it.
Take control of your financial future with a plan that reflects your goals and ambitions. With personalized support and transparent fees, we’ll help you build a legacy that lasts.