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

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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.

Here are some questions we can help you answer

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.

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