You — and your Wealth — can do so much more

A relationship with a trusted partner can make all the difference.

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INDUSTRY RECOGNITION FOR WHAT WE DO

# 1
Independent Financial Advisory Firm
2018, 2019, 2020, 2021, 2022
Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period. Compensation paid for use and distribution of rating.
TOP
U S
Registered Investment
Advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.

Let’s build on what you’ve accomplished

Financial planning and wealth management for those who want more from their wealth.

You’ve worked hard to get where you are. But you know that there’s more to do. We can help. We are a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.

Our Approach
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HERE FOR YOU, AT EVERY STAGE OF YOUR CAREER

Whether you’ve just started your career or you’re planning for retirement, we can help you take the best next step.
145
+
Offices Nationwide
Firm stats as of December 31, 2022
1.3
+
Million Clients
Firm stats as of December 31, 2022
112
FORTUNE 500 Plan Sponsors
Firm stats as of December 31, 2022
145
+
Offices Nationwide
Firm stats as of December 31, 2022
1.3
+
Million Clients
Firm stats as of December 31, 2022
112
FORTUNE 500 Plan Sponsors
Firm stats as of December 31, 2022

TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 112 FORTUNE 500 COMPANIES

This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2022. These companies have consented to disclose their relationship with Edelman Financial Engines. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners.

Let's have a meaningful conversation

Wealth is personal. It's about you and where you want to be. We can help you get there.

Financial Planning & Investing Resources

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