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. 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. 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

Alan Facey

Executive Director, Financial Planning

Name

Anderson Wozny

Executive Director, Financial Planning

Name

Andrew Massaro

Executive Director, Financial Planning

Name

Andrew Nemets

Director, Financial Planning

Name

Brandon Corso

Executive Director, Financial Planning

Name

Charlie Nardiello

Executive Director, Financial Planning

Name

Christy Martinich

Director, Financial Planning

Name

David Sheehan

Executive Director, Financial Planning

Name

Diane Jensen

Executive Director, Financial Planning

Name

Doug Keegan

Executive Director, Financial Planning

Name

Doug Rabil

Executive Director, Financial Planning

Name

Erich Hoffman

Executive Director, Financial Planning

Name

Fahima Shaw

Director, Financial Planning

Name

Frances Martin-Falanga

Executive Director, Financial Planning

Name

Jim Baker

Executive Director, Financial Planning

Name

John Davis

Executive Director, Financial Planning

Name

Kevin Hamel

Director, Financial Planning

Name

Kristine Chaze

Executive Director, Financial Planning

Name

Lakeisha Hill

Director, Financial Planning

Name

Lisa Eitzel

Executive Director, Financial Planning

Name

Mary Davis

Executive Director, Financial Planning

Name

Matt Hickes

Executive Director, Financial Planning

Name

Mike Krowe

Director, Financial Planning

Name

Pat Day

Executive Director, Financial Planning

Name

Rey Roy

Executive Director, Financial Planning

Name

Tom Wood

Executive Director, Financial Planning

Name

Tim Goode

Director, Financial Planning

Address

{uniquestreet1}
{uniquestreet2}
{uniquecity}, {uniquestate} {zip}

Phone Number

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