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.
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 designed with you in mind.
You will love our transparent fee structure and the fact that we we offer fiduciary investment management advice. In a recent survey 93% of clients said they are “highly satisfied” with our services and we think you will be, too.
The 2023 Client Satisfaction survey was conducted for Edelman Financial Engines by SMG, a third-party research company. Information was gathered through an online survey distributed to over 53,000 clients, of which over 9,000 responded (17%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. On a scale of 1-5, 93% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 90% of the responders rated their experience as highly likely to recommend Edelman Financial Engines to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
One of the smartest things I ever did was join Edelman Financial Engines, period.
Jim K., Client
Jim K. is a current client of Edelman Financial Engines. Edelman Financial Engines did not compensate clients to provide testimonials. Individual experiences are unique to each situation. Your experience may differ.
Industry recognition for what we do
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Independent Financial
Advisory Firm 7 years in a row2018-2024
Awarded each September by Barron’s, based on data within a 12-month period.
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Managed Account Provider for
Workplace Retirement PlansListing published 1Q 2025 and is based on Dec. 31 2024 Defined Contribution managed account providers data 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.
Certain services provided on an educational and guidance basis only.
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.
Questions we get asked a lot
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.