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.
WHAT DOES IT MEAN TO BE WEALTHY?
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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.
Certain services provided on an educational and guidance basis only.
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INDEPENDENT FINANCIAL ADVISORY FIRM
2018, 2019, 2020, 2021, 2022, 2023Awarded each September (2018 - 2023) by Barron's, based on data within a 12-month period. Compensation paid for use of logo.
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Registered investment advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.
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
Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. To get a better understanding of what kind of fee structure would apply to your account, connect with a planner. You’ll start by answering a few questions designed to help your advisor prepare an initial meeting with you. Review this form to learn more about our fees and other helpful questions.
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.
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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1.3
MILLION CLIENTS
Firm stats as of March 31, 2024
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$284
BILLION IN CLIENT ASSETS MANAGED
Firm stats as of March 31, 2024
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360
FINANCIAL PLANNERS
Data as of December 31, 2023