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You Deserve a Financial Road Map - Yours Starts Here

You deserve a financial plan and the simple, real-world education to help you understand your money. Your plan is the strategy that lets you live your dreams, provide for your family and be prepared for the surprises life may have in store for you.

Maybe making financial plans and knowledge accessible to everyone is a radical idea. But it’s one that we truly believe in. Help us learn about your goals in life and we’ll help you learn how to plan for them.

You’re Always Our #1 Concern

We believe everyone deserves professional financial advice, a comprehensive financial plan that can be adjusted as life unfolds and easy-to-understand financial education. As our client, you’ll get help to reach your dreams; an understanding ear that listens to your needs; and simple explanations to often-complex financial problems.

This approach has made us one of the largest independent investment advisory firms in the U.S.* In 2018, Barron’s ranked our firm the #1 independent advisor in the nation.** With more than 1.1 million clients, we are on our way to achieving our mission.

Many Planners, One Vision to Help You

You might already know one of the founders of Edelman Financial, Ric Edelman, through his books, radio show, or PBS series. His philosophy — based on academic research, Nobel Prize-winning economic theory and behavioral finance — is the beating heart and cornerstone of how every Edelman Financial Engines planner across America works for you.

Financial success

Feel More Confident in Your Financial Future

You — yes, you — can have your own financial plan in three easy steps:

1
Talk to us

Tell your planner about your needs, dreams and fears. They’re the basis of your personal financial plan to help you to reach your goals. The floor is yours, and your planner is eager to listen.

2
Act together

You and your planner will implement your plan and update you regularly. Your job is to tell them when your priorities change, or when “life happens,” so they can adjust accordingly and build on your progress to keep your goals in sight.

3
Then relax!

As we often say around here, “money doesn’t come with instructions.” Your planner is just a call or email away when you need them, for anything you need help with. Like buying a new car, paying for your kid’s wedding, negotiating a job offer. Just ask!