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.
Investment Management with a nobeL prize winning heritage
You've worked hard to get where you are. And today, you need a partner who understands the ever-changing financial landscape. Our investment management philosophy combines our patented simulation and optimization engines with thoughtful human insights to deliver a portfolio tailored to you. Get started by downloading a free guide to helping protect and grow your wealth.
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Investment management 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.
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You and your investments can do so much more
Schedule a free meeting and find a planner who can help optimize your portfolio for today, tomorrow and into the future.
Here are some questions we can help you answer
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 with investment advice – is the first step.