Mequon , Wisconsin Financial Planning

1001 W. Glen Oaks Lane
Suite 225
Mequon , Wisconsin 53092

Mequon (Appointment Only) Financial Advisors

Driving Directions

Welcome to the award-winning financial planning and investment management firm of Edelman Financial Engines. We are America’s largest independent investment advisor,* ranked #1 for quality in 2018 by Barrons.**

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.

We can’t wait to meet you!