At Edelman Financial Engines, our advice is personal. We start by assessing your financial goals. Then, using our proprietary analysis and advanced investment engines, your financial advisor will help select a personal portfolio that is uniquely aligned with your goals and risk tolerance. This isn’t a one-time event, though; it’s the beginning of an ongoing relationship that will continue as you move through each stage of life and your situation and circumstances change.
Special OfferMeet with a fiduciary, walk away with a free plan.
Take control of your future with a retirement plan built for whatever comes next.
- A customized roadmap for your optimal retirement.
- Personal investment recommendations coordinated with our in-house investment management experts.
- An estimated retirement income summary, including Social Security benefits.
Offer ends August 17, 2025.
Limit one complimentary offer per household, per 18 months. Offer ends August 17, 2025. Only applicable to households with minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion. AM4631010.
1.30m clients
95% client
satisfaction*
140+ locations
* Client Satisfaction Survey Disclosure: The 2023 survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company, distributed to over 53,000 clients, of which over 9,000 responded (17%). Responders were asked to rate their satisfaction level with their planner. On a scale of 1-5, 95% rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 90% rated their experience as highly likely to recommend EFE to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
Edelman Financial Engines had 1.3 million clients as of Dec. 31, 2024.
As of Dec. 31, 2024, Edelman Financial Engines had 144 locations.
One of the smartest things I ever did was join Edelman Financial Engines, period.
Jim K.
Jim K., a current client of Edelman Financial Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Financial planning that puts you first.
You’ll get guidance that’s built around your goals. Our planners offer fiduciary advice backed by institutional-level insights. And it works: 95% of clients say they’re highly satisfied with our service. We think you will be, too.
The 2024 Client Satisfaction survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company on a rolling basis during 2024. Information was gathered through an online survey distributed to all traditional wealth and employee planning clients who had a comprehensive annual review (over 34,000 clients) of which over 4,600 responded (13%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. On a scale of 1-5, 95% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 93% of the responders rated their experience as highly likely to recommend EFE to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
Industry recognition for what we do
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Independent Financial
Advisory Firm 7 years in a row2018-2024
Awarded each September by Barron’s, based on data within a 12-month period.
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Managed Account Provider for
Workplace Retirement PlansListing published 1Q 2025 and is based on Dec. 31 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
This is big picture planning.
When we say “big picture” we mean it. We help you take control of all the moving parts by building a comprehensive strategy that lets you focus on living while your money has a chance to grow.
Certain services provided on an educational and guidance basis only.
Questions we get asked a lot.
Someone from our team will call you to schedule an appointment. When you meet with your financial advisor, you’ll talk about your goals, which will help form the foundation of any personal financial plan. We encourage you to make a list of your needs and wishes, so your advisor can help you plot a course and stay on track. You deserve to move your financial life forward, and hiring a financial advisor – one who always acts in your best interests when it comes to investment advice – is the first step.
Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. To get a better understanding of what kind of fee structure would apply to your account, connect with a planner. You’ll start by answering a few questions designed to help your advisor prepare an initial meeting with you. Review this form to learn more about our fees and other helpful questions.
It's OK if you're currently working with an advisor. Many people work with different advisors or firms throughout their lives in order to find one that is the right fit for them and sometimes that changes over time. The advisor/client relationship is based on an intimate understanding of your goals and the services and expertise required to help meet those goals.
Ready for what’s next?
Life changes. Markets shift. You deserve a plan that can handle it all. We’ll work with you to build a personalized strategy—so you can move forward with clarity, confidence, and a plan that’s built to last.