CAN YOUR ADVISOR TAKE YOUR WEALTH TO THE NEXT LEVEL?

Don’t settle for traditional investment advice. Our integrated wealth planning solutions are designed to strategically coordinate all aspects of your financial life including taxes, estate planning, insurance, mortgages and more – now and into the future. Schedule your free appointment today.

 

  1. TAX-SMART INVESTING
    Our planners can create strategies to help you keep more of what you've earned.
  2. OPTIMIZED PORTFOLIOS
    We model 38,000 securities across 17 asset classes each month to optimize your portfolio.
  3. A PATENTED APPROACH
    Our advice is powered by a sophisticated investment management approach that has been awarded 12 U.S. patents. Certain services provided on an educational and guidance basis only.

Let's connect you with an advisor

Partner with Edelman Financial Engines

Managing your wealth is about more than choosing the right investments. It's about choosing the right financial partner. Our planners act only in your best interests, backed by experts in investment management, estate and legacy planning, insurance and more.

  • 1.3

    MILLION CLIENTS

    Firm stats as of September 30, 2023

  • $245

    BILLION IN CLIENT ASSETS MANAGED

    Firm stats as of September 30, 2023

  • 365

    FINANCIAL PLANNERS

    Data as of Dec. 31, 2022

REALIZE YOUR WEALTH’S POTENTIAL – FROM A FINANCIAL PARTNER YOU DESERVE.

Schedule a free meeting and find a planner who knows how to optimize your portfolio for today – and adapt it for tomorrow.