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
    2018, 2019, 2020, 2021, 2022, 2023

     

     

    Awarded each September (2018 - 2023) by Barron's, based on data within a 12-month period. Compensation paid for use of logo.

  • Top US Registered Investment Advisors

     

    Registered investment advisers

     

     

    Listing published annually in July and is based on data gathered by Financial Times in 2020.

Insights from our experts

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Investing Sense ®

Investing in Artificial Intelligence

With Neil Gilfedder, Chief Investment Officer

Michelle Muhammed

Planner Perspective

Five steps to building wealth

By Michelle Muhammed

Read now

What are the next steps?

  • 1. Connect with a planner

    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 a planner in person or virtually.

  • 3. Discuss your goals

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