You deserve to move your financial life forward.
See how our planners can help take your wealth to the next level.
complimentary financial plan
valued at $800
Limit one complimentary offer per household, per 18 months. Offer ends October 15, 2022, and is only applicable to households with minimum investable assets of $250,000. Must not have an existing Edelman Financial Engines wealth management account to qualify. Offer criteria may be waived at Edelman Financial Engines' discretion.
Our integrated wealth planning process is designed to strategically coordinate aspects of your financial life, including tax planning, estate planning, insurance, mortgages and more – now and into the future.
We are an integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities. Barron’s has named us the #1 independent financial advisory firm in the nation. Awarded each September (2018 – 2021) by Barron’s, based on data within a 12-month period. Compensation paid for use and distribution of rating.
Call: (833) PLAN-EFE
Number 1 independent financial advisory firm in the nation.
Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating.
Top U.S. registered investment advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.
Our experienced team of fee-only WEALTH PLANNERS provides straightforward advice with your values and goals in mind.
They don’t earn commissions for the products and services they recommend. We are a fiduciary. We do what’s right for you – always. We are your financial advocate, and we always put your interests above all others.
1.33 million clients*
Years of experience
35 years of experience
In client assets*
291 Billion in client assets*
340 Financial Planners**
150+ offices worldwide**
*Date of March 31, 2022
Call: (833) PLAN-EFE
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