OUR FINANCIAL PLANNERS AND EXPERTS
Let's start a conversation that's centered on you
As your fiduciary partner, our planners offer you a collaborative experience with one-on-one attention, frank and unpretentious advice, and a strong point of view on where you are and what it takes to pursue your goals. That’s a modern wealth planning relationship.
An orchestrated team of experts
To help maximize your wealth, your financial life – investments, taxes, insurance, retirement and estate planning – must be wired together. Your dedicated financial planner can coordinate with a team of experts to connect those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your wealth.
Insights from our experts
Core infation vs headline inflation
With John McCafferty
What are the next steps?
1. Connect with a planner
Start by answering a few questions about yourself and your financial outlook.
2. Schedule your appointment
An Edelman Financial Engines representative will contact you to schedule a time to meet in person – virtually or by phone.
3. Discuss your goals
After a thorough conversation, you may have better insight into your financial situation relative to your goals.