Special Offer

Get your complimentary retirement review and income guide

A better retirement could be a conversation away.
Offer ends June 21.

Special Offer

Get your complimentary retirement review and income guide

A better retirement could be a conversation away.


 

Offer ends June 21.

 

Special Offer

Get your complimentary retirement review and income guide

A better retirement could be a conversation away.


 

Offer ends June 21.

 

INDUSTRY RECOGNITION FOR WHAT WE DO

  • Number one financial advisory firm

     

    INDEPENDENT FINANCIAL ADVISORY FIRM
    2018, 2019, 2020, 2021, 2022, 2023

     

     

    Awarded each September (2018 - 2023) by Barron's, based on data within a 12-month period. Compensation paid for use of logo.

  • Top US Registered Investment Advisors

     

    Registered investment advisers

     

     

    Listing published annually in July and is based on data gathered by Financial Times in 2020.

A team approach to wealth planning

Your financial advisor is supported by a team of experts for every aspect of your financial life.

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. With our financial advisors, you’ll gain a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.

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, 2023

  • 1.3

    MILLION CLIENTS

    Firm stats as of December 31, 2023

  • 102

    FORTUNE 500 PLAN SPONSORS

    Firm stats as of December 31, 2023

TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 102 FORTUNE 500 COMPANIES

A grid of logos including Comcast, Target, Ford, Delta, IBM, Land O Lakes and Xerox



This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2023. 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

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?