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.
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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Certain services provided on an educational and guidance basis only.
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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 3Q 2024 and is based on Jun. 30, 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
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.
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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.
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.