Financial advisors in {uniquecity}, {uniquestate}

Map out your financial future

Edelman Financial Engines is the #1 Independent Financial Advisory Firm as ranked by Barron’s.1 Awarded September 2021 based on data within a 12-month period. In addition to serving more than 1.3 million clients* across the country, our experienced planners offer comprehensive financial advice and investment management services in the {uniquecity} area.

* As of June 30, 2021.

Get to know us

Your retirement dreams are unique. We think your financial plan should be, too. We are the #1 independent financial advisory firm in the nation, as ranked by Barron’s.1 Awarded September 2021 based on data within a 12-month period. But we’re more than that. For the past 33 years, we’ve provided personal financial planning and investment management services for hardworking people just like you. Here, you’ll get a personal financial plan that reflects your unique situation and goals. You’ll also get more than an experienced financial advisor – you’ll benefit from a lifelong partner who’s dedicated to helping you achieve the financial freedom you deserve.


When it comes to our clients, we’re “all-in.” We actively seek ways to make our clients’ lives better, whether it’s working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It’s a commitment we’ve made to our clients for the past 30 years, and will continue to make to you.

Our Experienced Team


Aaron Schmoekel

Director, Financial Planning


{uniquecity}, {uniquestate} {zip}

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