Frequently Asked Questions

Top Questions

  • Who are you?

    Edelman Financial Engines is America’s largest independent investment advisor,* ranked #1 for quality in 2018 by Barron’s.**

    Our experienced financial planners provide advice on how to make the most of your savings and grow your investments, as well as strategic guidance on building cash resources, maximizing your Social Security benefits or answering any question you have about your personal finances. We’ll listen first, then create a plan for you to help achieve your financial goals.

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  • How long have you been in business?

    Our legacy firms, Edelman Financial Services and Financial Engines have been educating consumers and serving clients for 30 years. We came together as Edelman Financial Engines on November 1, 2018. Read about our history.

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  • What services do you provide?

    We provide financial planning and investment management services to individuals and families as well as institutional clients. Although we're best known for managing our client's investments, we also can provide our clients with professional guidance in all areas of personal finance, including college planning, retirement planning, home ownership, mortgages, insurance and estate planning.

    Visit our About Us page for more information.

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  • Who are your typical clients?

    We serve individuals and families from all across America. Because we have built such a strong team of talented, experienced advisors, we have the expertise you need, whether you are young and single just starting out, or head of a large family and a business owner or executive. We are as proud to help people with a small amount of money as we are to serve those who have invested millions of dollars with us.

    We also serve small businesses, nonprofit and religious organizations and charities, trade and professional associations, corporations, foundations and endowments, community groups and service organizations, and colleges and universities. Because we are one of the largest advisory firms in the nation, we have talent, experience and expertise in-house to solve most any client's needs.

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  • What can you tell me about your financial planners?

    The advisors on our team are talented and experienced in the field. All are licensed and hold various certifications, and we all undergo ongoing training and continuing education courses annually.

    And just as important, we are skilled listeners who take the time to understand your unique financial concerns in order to give you the personalized advice and recommendations that can help you achieve your goals.

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  • Do you have any local offices?

    Yes. Under the names of our legacy firms, Edelman Financial Services and Financial Engines, we have over 180 local offices. Even if we don’t have a planner in your area, you can always work with one remotely from wherever you live. Our planners are experienced in keeping up with our clients and their busy lives. We offer advisory services in all 50 states, the District of Columbia, and Puerto Rico.  

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  • How do I ask Ric a question on the radio?

    Simply tell us what's on your mind. While Ric can’t answer every question he receives, you will receive a response from one of our helpful planners—the next best thing to talking to Ric himself. We can’t wait to hear from you.

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  • What are your hours of operation?

    Our normal hours of operation are 8:30am – 5:30pm local time. Appointments with a financial advisor can often be arranged for evenings and weekends.

    You can contact us 24 hours a day, seven days a week at (888) PLAN-RIC. You'll also enjoy 24/7 access to your online accounts.

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  • What is your Privacy Policy?

    Click here to learn about our privacy practices.

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Have a Different Question? Ask Us.