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 you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition of any purchase. For texts, text STOP to cancel, HELP for help. Message and data rates may apply. Message frequency may vary. You are also agreeing to our Terms of Use and Privacy Policy.