GIVE YOUR LIFE'S WORK THE INDIVIDUAL ATTENTION IT DESERVES

Set your goals in motion.
Take the initiative to elevate your financial journey with an Edelman Financial Engines wealth planner. Answer a few short questions and you'll be connected. We'll follow up with a time to meet in-person or virtually.

It starts with a relationship.
Your planner will get to know you - what drives you, what wealth means to you and what you want to accomplish. Together, you'll create a vision for how your financial plan can evolve and help support the future you desire. And as a fiduciary, your planner will always do what's in your best interests.

Time to put it all together.
There are a lot of pieces that make up an integrated financial picture. What may you be missing? Where is there potential for new opportunities? We use sophisticated investment modeling tools and an approach based on a Nobel Prize-winning heritage. This is where it all comes together.

Track your progress to stay informed.
A plan is only as good as your ability to measure its progress. Visibility across your assets allows you and your planner to see, discuss and manage - helping you see where you stand now, and where your plan may take you.

If you hit your mark, then set a new one.
Continually setting new goals is a good way to create milestones you can build upon. Reaching your goals can be followed by a new calibration and careful planning for what comes next.

We help you prepare to navigate the unexpected.
Market swings, inflation, unexpected life changes – all of these things happen. We model more than 38,000 securities, so we can better stress test your portfolio through thousands of scenarios. We help make sure you stay on track with your goals.

A plan for all of life's stages.
Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your wealth planner is by your side the whole way.