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You’ve crossed your t’s and dotted your i’s. Or so you think.

Is there something you may have missed? Get an honest opinion from a financial advisor on where you stand. It’s free to talk and easy to start — let’s meet.

 

Edelman Financial Engines and Greenwald Research (2024). Everyday Wealth in America 2024 Report: The Intersection of Life and Money. Retrieved November 11, 2024, from edelmanfinancialengines.com/wealth-in-america/2024

Financial planning that puts you first.

You'll get guidance that's built around your goals. Our planners offer fiduciary investment advice backed by institutional-level insights. And, nearly 94% of clients say they're highly satisfied with our service*. We think you will be, too.

*The 2025 Client Satisfaction survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company on a rolling basis from January 1 – June 10, 2025 and was conducted by Qualtrics, a third-party research company on a rolling basis from June 10-December 31, 2025. Information was gathered through an online survey distributed to all traditional wealth and employee planning clients who had a comprehensive annual review (over 54,000 clients) of which over 8,300 responded (15%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. Averaging both surveys, on a scale of 1-5, 93.9% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5).

Industry recognition for what we do

 

  • A Barron’s Top Independent Financial Advisory Firm Eight Years in a Row

    Ribbon showing the years 2018 - 2025

    Awarded each September, based on prior 12-month data through June 30

  • Top managed account provider for workplace retirement plans

    Podiums showing first, second and third place. First place is highlighted in red.

     

    Published 1Q 2026, based on prior 6-month data through December 31, 2025 as gathered by Cerulli Associates.

This is big picture planning.

When we say “big picture” we mean it. We help you take control of all the moving parts by building a comprehensive strategy that lets you focus on living while your money has a chance to grow.

Planning that puts you first.

The most important thing we factor into your financial plan is you. Whatever stage you’re at in your journey, our financial advisors will meet you exactly where you are.

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Questions we get asked a lot

 

At Edelman Financial Engines, our advice is personal. We start by assessing your financial goals. Then, using our proprietary analysis and advanced investment engines, your financial advisor will help select a personal portfolio that is uniquely aligned with your goals and risk tolerance. This isn’t a one-time event, though; it’s the beginning of an ongoing relationship that will continue as you move through each stage of life and your situation and circumstances change.

Someone from our team will call you to schedule an appointment. When you meet with your financial advisor, you’ll talk about your goals, which will help form the foundation of any personal financial plan. We encourage you to make a list of your needs and wishes, so your advisor can help you plot a course and stay on track. You deserve to move your financial life forward, and hiring a financial advisor – one who always acts in your best interests when it comes to investment advice – is the first step.