We will never take your trust for granted

At Edelman Financial Engines, we are a fiduciary. When providing investment advice we only act in your best interests.

Get your complimentary wealth checkup

Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2024, and is only applicable to households with minimum investable assets of $25,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

Don't settle for piecemeal investment advice

Specialized expertise.

From tax planning to estate planning, our planners and experts can provide an extra layer of insight and resources to help guide you.

Fiduciary investment management.

Our planners don’t earn commissions. We always put your best interests first.

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.

  • Number one financial advisory firm


    Independent Financial
    Advisory Firm 7 years in a row

    2018-2024

     

    Awarded each September by Barron’s, based on data within a 12-month period. ​ ​

  • Number one financial advisory firm


    Managed Account Provider for
    Workplace Retirement Plans

     

    Listing published 3Q 2024 and is based on
Jun. 30, 2024 Defined Contribution managed account 
providers data gathered by Cerulli Associates.

Our Services