Tax-smart strategies to elevate your financial potential.

You’ve worked hard to build your wealth. We offer investing strategies to help protect more of what you’ve earned while maximizing future opportunities.

Tax-smart investing

Our planners can create strategies to help you keep more of what you've earned.

Optimized portfolios

We model 38,000 securities across 17 asset classes each month to optimize your portfolio.

A patented approach

Our advice is powered by a sophisticated investment management approach that has been awarded 12 U.S. patents.

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By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition of any purchase. For texts, text STOP to cancel, HELP for help. Message and data rates may apply. Message frequency may vary. You are also agreeing to our Terms of Use and Privacy Policy.