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.
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Who knew money talk could feel this easy?
For more than 30 years, Edelman Financial Engines has been helping people move their financial lives forward with:
- Personalized plans and transparent fees from day one.
- Fiduciary investment advice focused on your best interests.
- Expert guidance for every stage of your financial life.
Industry recognition for what we do.
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A Barron’s Top Independent Financial Advisory Firm Eight Years in a Row
Awarded each September, based on prior 12-month data through June 30
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Top managed account provider for workplace retirement plans
Published 1Q 2026, based on prior 6-month data through December 31, 2025 as gathered by Cerulli Associates.
This is big picture stuff.
We bring the moving parts together into a comprehensive strategy – so you can spend less time managing your money and more time living.
Questions we get asked a lot.
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 when it comes to investment advice – is the first step.
Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
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.
It's OK if you're currently working with an advisor. Many people work with different advisors or firms throughout their lives in order to find one that is the right fit for them and sometimes that changes over time. The advisor/client relationship is based on an intimate understanding of your goals and the services and expertise required to help meet those goals.
We put you first.
Wherever you’re at in your financial journey, we’ll meet you exactly where you are.