Building a relationship based on your financial goals

You’re an individual with financial goals that are your own. And the further you go in life, the more complex your financial life becomes. That’s why you need a trusted partner who can help you throughout your journey.

We give your life's work the individual attention it deserves


Modeling both risk and return potential takes more than a one-size-fits-all approach. That’s why we analyze thousands of possible securities combinations to build customized investment strategies for each client, taking into consideration time horizon, goals, preferences for risk and available investment funds.


When your finances get more complex, you need specialized advice. From tax planning to estate planning, our in-house experts can provide an extra layer of insight and resources to you and your wealth planner. Whether you’re making a plan for your personal financial goals or strengthening your legacy, be certain you’re tapping into the knowledge that comes with a specialized planning team.


A relationship with a wealth planner is an important one – especially as your finances get more complex. Your individual advisor provides value far beyond what shows up on a financial statement. They understand your overall goals, and they know what keeps you up at night. They can look at the facets of your financial life to help you understand what’s happening in the short term — and help guide you so you can be positioned for the long term.

Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. To get a better understanding of what kind of fee structure would apply to your account, connect with a planner. You’ll start by answering a few questions designed to help your advisor prepare an initial meeting with you. Review this form to learn more about our fees and other helpful questions.

It's OK if you're currently working with an advisor. Many people work with different advisors or firms throughout their lives in order to find one that is the right fit for them. We suggest connecting with a planner so you can discuss what your needs are. The advisor/client relationship is based on an intimate understanding of your goals and the services and expertise required to help meet those goals.

When you schedule an initial meeting, we encourage you to answer a few questions. The more information you provide, the more productive that first meeting will be. We understand that not everyone is comfortable entering detailed financial information into a questionnaire. That's why we enable you to share high-level information in our connect to a planner form to simply start the planning process.

What are the next steps?

  • 1. Connect with a planner

    Start by answering a few questions about yourself and your financial outlook.

  • 2. Schedule your appointment

    An Edelman Financial Engines representative will contact you to schedule a time to meet in person – virtually or by phone.

  • 3. Discuss your goals

    After a thorough conversation, you may have better insight into your financial situation relative to your goals.