CALL (833) PLAN-EFE

Special Offer

How to Face
a Bear

Make a plan that can help you survive whatever the markets throw at you. Don't delay.

Special Offer

How to Face a Bear

Make a plan that can help you survive whatever the markets throw at you. Don't delay.

Get your

Complimentary Retirement Review and Financial Plan

Please enter your first name.

Please enter your last name.

Please enter your email address.

Email address invalid.

Please enter your phone number.

Phone number invalid.

Please enter your ZIP code.

ZIP code invalid.

By submitting this form and providing your phone number, you agree that Edelman Financial Engines may call or text you at the number you provided for transactional communications regarding scheduling appointments and appointment reminders. You are also agreeing to our Terms of Use and Privacy Policy. Standard text message rates may apply. You may opt out of receiving text messages at any time.

Limit one complimentary offer per household, per 18 months. Offer ends August 30, 2022, and is only applicable to households with minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

Don’t Settle For Piecemeal Investment Advice

Our integrated wealth planning process is designed to strategically coordinate aspects of your financial life, including tax planning, estate planning, insurance, mortgages and more – now and into the future.

We are an integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities.

Call: (833) PLAN-EFE

Barrons

#1 Independent Financial Advisory Firm
2018, 2019, 2020, 2021

Awarded each September (2018 -2021) by Barron’s, based on data within a 12-month period. Compensation paid for use and distribution of rating.

Financial Times

Top U.S. Registered Investment Advisers

Listing published annually in July and is based on data gathered by Financial Times in 2020.

Our Services

Financial
Planning
Retirement
Planning
Investment
Management
Tax
Planning
Insurance
Guidance
Estate
Planning
Enterprise Workplace
Solutions
Small-Business
Solutions

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

We do what’s right for you — always. We are your financial advocate, and we always put your best interests first.

1.3+

Million Clients1

1Data as of March 31, 2022

35

Years of Experience

$241B

In Client Assets1

1Data as of June 30, 2022

340

Financial Planners2

2Data as of Dec. 31, 2021

Call: (833) PLAN-EFE

Quick Links
Our Locations
Education
For Employers
Contact Us
Call: (833) PLAN-EFE
Contact Us
About Us
About Our Company
Team
Pressroom
Careers
Client Logins
Client Mobile App
Client Portal Login
Charles Schwab
TD Ameritrade
E.TRADE
Fidelity
Legal Information Privacy Policy Terms of Use Form CRS Edelman Financial Engines ADV Business Continuity Wrap Fee Brochure

The 2022 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

The Financial Times 300 Top Registered Investment Advisers list is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.

All information provided through the education center is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information.

Quick Links
Our Locations
Education
For Employers
Contact Us
Call: (833) PLAN-EFE
Contact Us
About Us
About Our Company
Team
Pressroom
Careers
Client Logins
Client Mobile App
Client Portal Login
Charles Schwab
TD Ameritrade
E.TRADE
Fidelity
Legal Information Privacy Policy Terms of Use Form CRS Edelman Financial Engines ADV Business Continuity Wrap Fee Brochure

The 2022 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

The Financial Times 300 Top Registered Investment Advisers list is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.

All information provided through the education center is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information.