As a fiduciary, our investment advice is independent and objective, so we always put your best interests first. Edelman Financial Engines does not sell investment products, nor do we distribute products of other companies for commissions. But more than that, our advice is personal. We start by assessing your financial goals. Then, using our proprietary analysis and advanced investment engines, your wealth planner 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.
Get your free guide
Complete this form for your instant download. Then we’ll connect to answer all your questions.
Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2023, and is only applicable to households with minimum investable assets of $25,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.
Investment Advice that puts you first
We are a fiduciary. When it comes to investment advice, our financial planners only act in your best interest. And they don’t earn commissions, so you’ll always get objective advice. See why 1.3 million families and individuals trust us to help them achieve their financial goals.
Firm stats as of June 30, 2023
Getting started is easy
Answer just a few questions and we can connect you with a financial planner. There's no obligation — take the first step today toward building a plan to help you meet your financial goals.