Special Offer

Let's plan for the retirement you want

Help make sure it's within your reach. Talk to one of our wealth planners for a complimentary Retirement Review and financial plan.

Get your complimentary retirement review and financial plan


Limit one complimentary offer per household, per 18 months. Offer ends Oct. 27, 2023, 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.


Certain services provided on an educational and guidance basis only. 


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  • Number one


    2018, 2019, 2020, 2021, 2022


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    Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period. Compensation paid for use and distribution of rating.

  • Top US


    Registered investment advisers


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

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 when it comes to investment advice, we always put your best interest first.


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    Firm stats as of June 30, 2023

  • $250


    Firm stats as of June 30, 2023

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    Data as of Dec. 31, 2022