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.

Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your planner. To get a better understanding of what kind of fee structure would apply to your account, start by connecting with a planner. You’ll start by answering a few questions designed to help your planner prepare an initial meeting with you.

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.