Personal Finance Is More Personal Than Finance

Welcome to the award-winning financial planning and investment management firm of Edelman Financial Engines. We are America’s largest independent investment advisor,*ranked #1 for quality in 2018 by Barron’s.**

Edelman Financial Engines continues to win awards and recognition for its mission of putting clients first and delivering personal and objective financial planning and investment management services. With help from a professional financial planner with years of experience, you’ll get a personalized financial plan that includes:

  • Answers to questions you have about your personal finances, ranging from your savings and investments to your debts, mortgages, college expenses and all the little decisions in between.
  • Personal advice on how to make the most of your savings and grow your investments.
  • Strategic guidance on building cash resources or maximizing Social Security benefits, and many more financial matters, all to help achieve your financial goals.

All this is possible through our unique combination of financial education that tells it like it is, and a truly responsive financial planner who adjusts your plan as your life unfolds and always is there for you, especially when you need them the most.

You have been working for years to prepare for your future. The planners of Edelman Financial Engines are ready to listen to you, learn about your goals and dreams, factor in your worries and provide a personal plan to help you find your financial freedom.

Learn about our Financial Planning