Find a financial planner near me

Our Locations

We have planners in 145+ locations nationwide who are ready to partner with you to help support the future you desire. Explore our locations to find one that may suit you and your needs.

Find a Planner

Don't see a location near you? Our National Planners Team can help.

What are the next steps?

  • 1. Connect with a planner

    Start by answering a few questions about yourself and your financial outlook.

  • 2. Schedule your appointment

    An Edelman Financial Engines representative will contact you to schedule a time to meet in person – virtually or by phone.

  • 3. Discuss your goals

    After a thorough conversation, you may have better insight into your financial situation relative to your goals.