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Get the help you need from a financial advisor you can trust.

At Edelman Financial Engines, you’ll get a financial advisor who can help guide you through every stage of life by creating a plan that fits you – and the goals you want to achieve.

2020
Consumer Reports

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2021
Barron's

#1 Independent
Financial Advisory Firm

2020

Top U.S. Registered Investment Advisers

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Partner with the #1 independent financial advisory firm in the nation.

That’s high praise from Barron’s, but we think we’re one of the best financial advisors because of what we offer our clients.

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Just some basic information about you will help us connect you with a financial planner who’s best suited to serve you. It’s fast, it’s simple and there’s no obligation. Take the first step toward building a plan to help you meet your financial goals.

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By submitting this form and providing your phone number, you agree that Edelman Financial Engines may call or text you at the number you provided for transactional communications regarding scheduling appointments and appointment reminders. You are also agreeing to our Terms of Use and Privacy Policy.

Standard text message rates may apply. You may opt out of receiving text messages at any time.

We’re in your neighborhood.

Connect with a local financial advisor by phone, online or in one of our 150+ locations nationwide.

We’re in your neighborhood.

Connect with a local financial advisor by phone, online or in one of our 150+ locations nationwide.

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Here are some of the questions we can help you answer.

According to a study by Vanguard, working with a financial advisor may increase your investment returns. They identified several factors that helped contribute to this conclusion: Financial advisors can coach clients through behavioral finance, provide effective planning and advice, and help to strategically rebalance your portfolio. But more importantly, a good financial advisor can help you stick to your long-term financial plan during volatile markets to make sure you stay on track to reach your goals.

Our investment advice is independent and objective, but more than that, it’s personal. It starts by assessing your financial goals. Then, using our proprietary analysis, your financial advisor will create a personal portfolio that is uniquely aligned with those goals and with your risk tolerance. This isn’t a one-time event, though; it’s the beginning of an ongoing relationship that will continue as you go through each stage of life and your situation and circumstances change.

Someone from our team will give you a call in the next two days to schedule an appointment. When you meet with your financial planner, you’ll talk about your dreams and goals – and get a personal financial plan. And if you’re worried about achieving your financial goals, make a list of your needs, wants and wishes, and your advisor can help you stay on track. You deserve to move your financial life forward, and hiring a fiduciary financial advisor – one who will only act in your best interests – is the first step.