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Limit one complimentary offer per household, per 18 months. Offer ends June 28, 2022, and is only applicable to households with minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

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Choose an award-winning investment management firm offering integrated strategies designed to elevate your financial potential and help maximize opportunities. Our integrated wealth planning process is designed to coordinate all aspects of your financial life – to help you plan for your future and accomplish your goals.

Call: (833) PLAN-EFE

Number 1 independent financial advisory firm in the nation by Barrons 2019, 2020 and 2021

Number 1 independent financial advisory firm in the nation.

Number 1 independent financial advisory firm in the nation by Barrons 2019, 2020 and 2021

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

Top U.S. registered investment advisers

Financial Times 2020

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
Strategy

Estate
Planning

Insurance
Planning

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.

1.33 million clients*

1.33 million clients*

35 years of experience

35 years of experience

275 Billion in client assets*

291 Billion in client assets*

340 Financial Planners**

340 Financial Planners**

¹Firm stats as of of March 31, 2022

²Firm stats as of Dec. 31, 2021

Call: (833) PLAN-EFE