Get help from a financial advisor you can trust

At Edelman Financial Engines, you’ll get a financial advisor who can help guide you through every stage of life by creating a plan that fits you – and the goals you want to achieve. Get started by downloading a free guide to helping protect and grow your wealth.

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Tell us a little bit about yourself and we'll connect you with the planner that's right for you.

Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2024, and is only applicable to households with minimum investable assets of $25,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

OUR SERVICES
 

  • 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.

A planner and client meet over coffee.

Experience financial planning with a difference

We are a fiduciary. When it comes to investment advice, our financial planners only act in your best interest. And they don’t earn commissions, so you’ll always get objective advice. See why 1.3 million families and individuals trust us to help them achieve their financial goals.

Firm stats as of June 30, 2023

Getting started is easy

Answer just a few questions and we can connect you with a financial planner. There's no obligation — take the first step today toward building a plan to help you meet your financial goals.

Here are some questions we can help you answer

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.

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 with investment advice – is the first step.