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.
Get your complimentary wealth checkup
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 $50,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.
Certain services provided on an educational and guidance basis only.