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 personalized 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.
A modern approach to wealth management
You've worked hard to get where you are. And today, your financial needs may require more than traditional planning services. Our integrated wealth planning strategies are designed to coordinate all aspects of your financial life. Our planners can also provide help and guidance on subjects including taxes, estate planning, insurance, mortgages and more. Get started by downloading a free guide to helping protect and grow your wealth.
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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.
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INDEPENDENT FINANCIAL ADVISORY FIRM
2018, 2019, 2020, 2021, 2022Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period. Compensation paid for use and distribution of rating.
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Registered investment advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.
The Edelman Financial Engines Advantage
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
You and your wealth can do so much more
Schedule a free meeting with a planner who can show you the power of an integrated wealth management strategy and how it can help you reach your financial goals.
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Someone from our team will give you a call in the next few days to schedule an appointment. When you meet with your financial planner you’ll have a chance to talk about your financial goals - and learn more about how we can help you achieve them.