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.

 

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Clients are at the center of Edelman Financial Engines' integrated approach to wealth management.

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.

  • 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 1Q 2025 and is based on Dec. 31, 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.

Insights from our experts

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Investing Sense ®

Investing in Artificial Intelligence

With Neil Gilfedder, Chief Investment Officer

Andy Smith

Planner Perspective

Top 10 retirement myths

By Andy Smith

Read now

What are the next steps?

  • 1. Connect with an Advisor

    Start by sharing some information about yourself and your financial outlook.

  • 2. Schedule your appointment

    One of our representatives will reach out to schedule an appointment to meet with an advisor in person or virtually.

  • 3. Discuss your goals

    After a thorough conversation, your advisor can create and deliver a personalized financial plan.