Nov 06, 2018
SUNNYVALE, Calif. – November 6, 2018 – Following their merger in Q3 2018, the unified organization of Edelman Financial Services and Financial Engines has changed its name to Edelman Financial Engines. The company will rebrand its retail presence as Edelman Financial Engines, serving more than 83,000 families across 180 locations nationwide. Financial Engines remains the brand in the company’s workplace business where it is the category leader, serving more than 1 million clients through 770 of America’s largest employers.
“The merger of Edelman Financial and Financial Engines provides us a unique opportunity to unite two strong organizations and bring client experiences under one recognizable brand,” said Jason Van de Loo, Senior Vice President, Product and Marketing of Edelman Financial Engines. “The new name symbolizes our company’s transformation to become the dominant provider of independent financial planning and investment management for American families.”
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
2The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
©2018 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.
Edelman Financial Engines
Amy Conley, 617-556-2305