CALL (833) PLAN-EFE
Login

Unlock opportunities with modern wealth management advice.

From Barron's #1 independent financial advisory firm in the nation – four years running.

WEBINAR

Estate Planning: Strategies That Can Strengthen Your Legacy

Estate planning is an essential part of a comprehensive wealth plan.

Register now Pointer Icon

The power of integrated wealth management

Comprehensive strategies designed to elevate your financial potential and help maximize future opportunities

Financial Planning Icon
Financial
Planning
Retirement Planning Icon
Retirement
Planning
Investment Management Icon
Investment
Management
Tax Strategy Icon
Tax
Strategy
Estate and Trust Icon
Estate
Planning
Insurance Planning Icon
Insurance
Planning

Partner with the #1 independent financial advisory firm in the nation.

We manage $289 billion for people from all walks of life, including employees of 122 companies in the FORTUNE 500.

It's about you.

Integrated financial planning that's truly personal, designed to elevate your wealth plan today and take it to the next level.

It's about experience.

Our advice is powered by a sophisticated investment management approach that has been awarded 12 U.S. patents.

It's about independence.

Your financial planner will act in your best interests, and because our planners don't sell products for commissions, you can always count on getting objective advice.

Find an advisor near you.

Visit virtually or in person at 150+ locations nationwide.

Learn more about today's financial planning strategies.

As the world changes, so do your financial priorities. Stay up to date on the topics that affect you now and in the future.

Article

Saving for retirement with a SEP IRA

Read now Pointer Icon

Article

Has the window closed to refinance my mortgage?

Read now Pointer Icon

Article

Determining your tax filing status after the death of a spouse

Read now Pointer Icon

Article

4 questions every small-business owner should ask their retirement plan advisor

Read now Pointer Icon

Realize your wealth's potential

Schedule a free meeting and find a planner who knows how to help optimize your portfolio for today – and adapt it for tomorrow.

Edelman Report Card

How can we help you?

(Select all that apply)

Please select at least one option.

2 of 7

How do you primarily manage your investments?

Please select an option.

3 of 7

When would you like to retire?

Please select an option.

4 of 7

Please estimate your total investable assets.

Please select an option.

5 of 7

Please enter your ZIP code.

Please enter your ZIP code.

The ZIP code you entered is invalid.

6 of 7

Please enter your name.

Please enter your first name.

Please enter your last name.

7 of 7

Let's find a financial advisor near you.

Please enter your phone number.

The phone number you entered is invalid.

Please enter your email address.

The email address you entered is invalid.

By submitting this form and providing your phone number, you agree that Edelman Financial Engines may call or text you at the number you provided for transactional communications regarding scheduling appointments and appointment reminders. You are also agreeing to our Terms of Use and Privacy Policy.

Standard text message rates may apply. You may opt out of receiving text messages at any time.
Edelman Report Card