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Limit one complimentary offer per household, per 18 months. Offer ends December 31, 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.
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 integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities.
Certain services provided on an educational and guidance basis only.
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Independent Financial
Advisory Firm 7 years in a row2018-2024
Awarded each September by Barron’s, based on data within a 12-month period.
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Managed Account Provider for
Workplace Retirement PlansListing published 3Q 2024 and is based on Jun. 30, 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
Our Services
Certain services provided on an educational and guidance basis only.
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.
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1.3
MILLION CLIENTS
Firm stats as of March 31, 2024
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$284
BILLION IN CLIENT ASSETS MANAGED
Firm stats as of March 31, 2024
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360
FINANCIAL PLANNERS
Data as of December 31, 2023