Let's find a planner for you.

Help us get to know you so we can have a meaningful conversation

Are you currently working with a financial planner?

Please make a selection.

How are you managing your investments?

Please make a selection.

Are you retired?

Please make a selection.

When would you like to retire?

Please make a selection.

What's your name?

First name is required.

Last name is required.

What would you estimate your total INVESTABLE ASSETS to be?

Is there anything specific you'd like to discuss?

Of course, our integrated approach means we'll look at your entire financial picture to develop your plan.

Select all that apply.
Load more

What's your ZIP code?

This will help us connect you to a location near you. Please enter the ZIP code of your primary residence.

ZIP code is required.

ZIP code is invalid.

Great! Once we match you with a planner, we’ll call you to set up a meeting. Where can we reach you?

Phone number is required.

Phone number is invalid.

Email address is required.

Email address is invalid.

By submitting this form and providing your phone number, you agree that Edelman Financial Engines may call or text you at the number you provided for transactional communications regarding scheduling appointments and appointment reminders. You are also agreeing to our Terms of Use and Privacy Policy. Standard text message rates may apply. You may opt out of receiving text messages at any time.