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Who We Are

We are America’s largest independent investment advisor,* ranked #1 for quality in 2018 by Barron’s.** This is in part because we relentlessly focus on giving you the financial advice and investment management services you want, need and deserve. And we do it both for your retirement plan at work and the rest of your personal finances, too. The advice you receive from us is personal, objective and easy to understand. And we have been doing it that way for more than 30 years.

Today we serve more than 1.1 million clients across the country, more than any other investment advisor. At our heart, though, we’re people from all walks of life, helping Americans from all walks of life: people who remind us of our parents, our friends and neighbors — and ourselves.

What We Do

What We Do

Edelman Financial Engines helps you reach your financial dreams so you can enjoy your life to the fullest. It’s about family and community, not just about managing your finances. Because, after all, personal finance is more personal than finance. Our comprehensive approach, backed by technology that we pioneered, helps you and your family achieve your financial goals:

  • First, you speak with one of our financial planners on the phone and tell us what’s important to you.
  • Then, during your first appointment, we learn about your assets and income, savings and investments. We take a look at debt, like mortgages; plan with wills; look at your Social Security strategy; plan for your health-care costs; and so much more. We’ll give you as much time as you need.
  • During your second appointment with us, we provide an analysis and give you personal and objective advice that’s in your best interest.

Your personal financial plan takes every aspect of your life into account, including your career, family situation, taxes, insurance, homeownership, estate planning and more. As a client, you work with us as needed, BUT you are not billed more if you call or come in more often. For any of your financial needs, we want to be your financial partner — your partner for life.

Why We’re Different 

Edelman Financial Engines combines the Nobel prize-winning pioneering financial technology of Financial Engines and the easy-to-understand financial advice and education of Edelman Financial Services, one of the most well known thought leaders in the industry. But being an award-winning firm or a household name isn’t about us. It’s about our focus on you – our commitment to serve people like you.

By consistently placing our clients first and focusing on quality, we’ve grown to be the largest independent investment advisor,* ranked #1 for quality in 2018 by Barron’s.** Edelman Financial Engines provides you with unique advice on everything from saving for college, mortgages, estate planning, how to plan for health care and long-term care costs so you can be assured your entire financial future is planned. And … we’re always focusing on innovation to be better for you.

Why We're Different
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Are We Right for You? 

Today we serve more than 1.1 million families across the country, more than any other financial planner or investment advisor. You should consider working with us if you want to take control of your personal finances and get the help you need to achieve your goals.

At Edelman Financial Engines, we believe that everyone needs a financial plan, but it is also true that not everyone needs a financial planner. Some people are capable of creating their own plan. But it takes a significant amount of time to create and manage a financial plan. You must have a significant amount of knowledge, time and desire. Many of our clients actually joke about lacking all three!

Our clients work hard to secure financial stability and they know they can achieve better results with us through our comprehensive approach to financial planning and investment management, combined with our philosophy of financial success and personal freedom.

No matter how much or how little you have, if you would like a partner that does the bulk of the work, you’ll value the planners of Edelman Financial Engines … because money does not come with instructions.

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