You’re building your legacy. We’ll help you pass it on.

Edelman Financial Engines was founded with a core mission – to give everyone the opportunity to move their financial life forward. For more than 35 years, we’ve offered the tools and expertise to help make that possible. Our founders set the tone – Nobel Prize-winning economist Dr. William F. Sharpe gave individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and Ric Edelman established his advisory firm with the belief that everyone should have a trusted financial advocate. Our advisors carry that mission forward every day with every client.

No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients, including those in the {planner.location default=”your area”}. We’re dedicated to applying that passion with personal and objective wealth planning and investment management services and as a fiduciary when it comes to investment advice, we put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named by Barron’s* – awarded each September (2018-2024) by Barron’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the seventh consecutive year.

*The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12^th.  

A relationship with a financial advisor is an important one – especially as your finances get more complex. Your individual advisor provides value far beyond what shows up on a financial statement. They understand your overall goals, and they know what keeps you up at night. They can look at the facets of your financial life to help you understand what’s happening in the short term — and help guide you so you can be positioned for the long term.

We work with clients in all stages of life. You’re an individual with financial goals that are your own. And the further you go in life, the more complex your financial life becomes. That’s why you need a trusted partner who can help you throughout your journey. At Edelman Financial Engines, we give your life’s work the individual attention it deserves. Whether you’re making a plan for your personal financial goals or strengthening your legacy, be certain you’re tapping into the knowledge that comes with a specialized planning team.

Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area – we can connect you with one in or near {planner.location default=”you”}. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

To help maximize your wealth, your financial life – investment strategy, taxes, insurance, retirement and estate planning – must be wired together in a holistic approach. Your dedicated financial advisor can coordinate with a team of experts to connect those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your wealth.

Certain services provided on an educational and guidance basis only.