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At Edelman Financial Engines, we have explored this intersection of life and money with the goal of better understanding what drives people's financial beliefs and behaviors.

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How we Can Help You

Your wealth planner is supported by a team of experts for every aspect of your financial life.

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Don't settle for piecemeal investment advice

Specialized expertise.

From tax planning to estate planning, our planners and experts can provide an extra layer of insight and resources to help guide you.

Fiduciary investment management.

Our planners don’t earn commissions. We always put your best interests first.

A plan for all of life’s stages.

Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your wealth planner is by your side the whole way.

We're here to answer your questions

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.

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 wealth planner – one who acts in your best interests – is the first step.

Our Team of Wealth Planners Provides Clear Advice With Your Goals In Mind

When it comes to investment advice, we do what’s right for you — always. We are your financial advocate, and we always put your best interests first.

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    Firm stats as of September 30, 2023

  • $245


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    Data as of Dec. 31, 2022