limited-time offer

tune out the noise. focus on your goals.

Elections make headlines, not retirement strategies. Take advantage of our complimentary Retirement Review and financial plan to get a clear headed look at potential outcomes, stay focused on your long-term goals, and enjoy peace of mind.

Get your complimentary
retirement review and financial plan

 

Limit one complimentary offer per household, per 18 months. Offer ends October 25, 2024, and is only applicable to households with a minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion. AM3807065
 

we believe retirement planning is more than income planning.

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 award-winning integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities.

 

 

  • Number one financial advisory firm


    Independent Financial
    Advisory Firm 7 years in a row

    2018-2024

     

    Awarded each September by Barron’s, based on data within a 12-month period. ​ ​

  • Number one financial advisory firm


    Managed Account Provider for
    Workplace Retirement Plans

     

    Listing published 3Q 2024 and is based on
Jun. 30, 2024 Defined Contribution managed account 
providers data gathered by Cerulli Associates.

Our Services

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.

 

  • 1.3

    MILLION CLIENTS

    Firm stats as of March 31, 2024

  • $284

    BILLION IN CLIENT ASSETS MANAGED

    Firm stats as of March 31, 2024

  • 360

    FINANCIAL PLANNERS

    Data as of December 31, 2023