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National Advisor Center

Map Out Your Financial Future

Edelman Financial Engines is America’s largest independent investment advisory firm2, ranked #1 for quality in 2019 by Barrons1. In addition to serving more than 1.1 million clients across the country, our experienced planners offer comprehensive financial advice and investment management services Nation wide.

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. 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.

Fiduciary Plus

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

Name

Andrew Torres

Senior Investment Advisor Representative

CRPC®

Name

Brad Holly

Director, Financial Planning

CRPC®

Name

Brett Perlman

Director, Financial Planning

CFP®, ChFC®

Name

Chris Caposey

Director, Financial Planning

Name

Julian Peters

Investment Advisor Representative

CRPC®

Name

Justine Gidaro

Director, Financial Planning

CRPC®, AAMS®

Name

Nate Bardin

Investment Advisor Representative

CRPC®

Name

Paul Dau

Director, Financial Planning

CFP®

Name

Robert Fitzpatrick

Director, Financial Planning

CRPC®, CRPS®

Name

Rosh Mangalat

Director, Financial Planning

CFP®, CRPC®, RICP®

Name

Seth Zudell

Director, Financial Planning

Name

Wilson Mitchell

Investment Advisor Representative

CFP®, CRPC®

Name

Trent Davidson

Investment Advisor Representative

CRPC®

Phone Number

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