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Professional-Grade Investment Management — And So Much More — All Just For You

Edelman Financial Engines combines the Nobel prize-winning pioneering financial technology of Financial Engines and the easy-to-understand financial advice and education of Edelman Financial Services to help you secure the income you’ll need to enjoy the retirement you want.

Our job is to make Wall Street and the rest of the financial world understandable and accessible. That’s why we provide you with investment strategy tools that are simple to use, but empower you with sophisticated financial advice.

As an Investment Advisory firm, we serve as your fiduciary, which means we act in your best interests. You’ll get a custom portfolio tailored to your individual financial needs. You’ll pay just one annual fee for our advice and services. And since our account minimum is just $5,000, we cater to the average investor, not just the wealthy.

401(k) and 403(b)

If you have access to a 401(k), 403(b) or other workplace account, we can help you make the most of these tax-advantaged accounts. We can show you how to achieve the maximum employer match and how that earns you “free money.”

Individual Retirement Accounts

Give yourself the opportunity to save more for a better retirement with an individual retirement account (IRA). You will have a universe of investments from which to choose, while your earnings will grow tax-deferred. Our planners can help you identify the investment choices that might be appropriate for you and your situation.

Your Personal Portfolio — All Part of Your Financial Plan — And Created with Your Best Interests in Mind

As an Edelman Financial Engines client, you don’t just get a collection of investments haphazardly cobbled together. Instead, you receive a cohesive, carefully constructed, professional-grade portfolio designed to help you achieve your financial goals — goals identified through the financial planning process your Edelman Financial Engines planner provides for you. Whether your goals are focused on getting kids through college, saving for retirement, maximizing your Social Security benefits or caring for aging parents, your investment portfolio will be built specifically for your individual financial situation.

And everything we do for you is in your best interests. That’s the fiduciary standard. Because you deserve nothing less.


Talk With a Planner

For 30 years we’ve been helping everyday Americans, folks just like you, reach their financial goals.


Find a Location

With more than 180 offices and by-appointment locations coast-to-coast, Edelman Financial Engines provides independent, fee-based investment advice and asset management services. Our investment advisors develop personalized investment plans based on each person's unique situation and financial goals. Plus, they accept no incentives, commissions or benefits for the funds they recommend, so the advice is always objective.

Get Answers To Your Financial Questions

There is no charge to meet with a Financial Planner. We are happy to examine your current investments and answer all of your financial questions. We’ve helped over a million people just like you, now it’s your turn.