Special Offer

CREATE THE RETIREMENT YOU’VE IMAGINED

See if you’re on track to meet your goals. Get your complimentary Retirement Review and financial plan – offer ends April 30.

Get your complimentary
retirement review and financial plan

 

Limit one complimentary offer per household, per 18 months. Offer ends April 30, 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. AM3357141
 

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

 

 

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  • Number one financial advisory firm

     

    INDEPENDENT FINANCIAL ADVISORY FIRM
    2018, 2019, 2020, 2021, 2022, 2023

     

     

    Awarded each September (2018 - 2023) by Barron's, based on data within a 12-month period. Compensation paid for use of logo.

  • Top US Registered Investment Advisors

     

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

 

  • 1.3

    MILLION CLIENTS

    Firm stats as of December 31, 2023

  • $270

    BILLION IN CLIENT ASSETS MANAGED

    Firm stats as of December 31, 2023

  • 360

    FINANCIAL PLANNERS

    Data as of December 31, 2023