A wealth plan built for you
See how our planners can help you secure your financial future.
complimentary financial plan
valued at $800
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.
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.
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
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 we always put your best interests first.
1.33 million clients*
35 years of experience
291 Billion in client assets*
340 Financial Planners**
¹Firm stats as of of March 31, 2022
²Firm stats as of Dec. 31, 2021