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.
Special OfferFor a limited time — meet with a planner at no cost to you.
In this complimentary, one-on-one meeting you could discuss:
- An in-depth financial plan with personalized investment recommendations.
- An estimated retirement income that includes Social Security benefits.
- A tax planning conversation designed to help you keep more of what you earn.
Hurry, offer ends March 31.
Limit one complimentary offer per household, per 18 months. Offer ends March 31, 2025, and is only applicable to households with minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion. AM4203626.
1.3m clients
93% customer satisfaction1
140+ locations
1. Client Satisfaction Survey Disclosure: The 2023 survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company, distributed to over 53,000 clients, of which over 9,000 responded (17%). Responders were asked to rate their satisfaction level with their planner. On a scale of 1-5, 93% rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 90% rated their experience as highly likely to recommend EFE to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
Edelman Financial Engines had 1.3 million clients as of September 30, 2024.
As of September 30, 2024, Edelman Financial Engines had 143 locations.
One of the smartest things I ever did was join Edelman Financial Engines, period.
Jim K.
Jim K., a current client of Edelman Financial Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Financial planning designed with you in mind.
You will love our transparent fee structure and the fact that we we offer fiduciary investment management advice. In a recent survey 93% of clients surveyed said they are “highly satisfied” with our services and we think you will be, too.
Client Satisfaction Survey Disclosure: The 2023 survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company, distributed to over 53,000 clients, of which over 9,000 responded (17%). Responders were asked to rate their satisfaction level with their planner. On a scale of 1-5, 93% rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 90% rated their experience as highly likely to recommend EFE to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
Industry recognition for what we do
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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.
This is big picture planning.
When we say “big picture” we mean it. We help you take control of all the moving parts by building a comprehensive strategy that lets you focus on living while your money has a chance to grow.
Certain services provided on an educational and guidance basis only.
Questions we get asked a lot.
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 when it comes to investment advice – is the first step.
Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. To get a better understanding of what kind of fee structure would apply to your account, connect with a planner. You’ll start by answering a few questions designed to help your advisor prepare an initial meeting with you. Review this form to learn more about our fees and other helpful questions.
It's OK if you're currently working with an advisor. Many people work with different advisors or firms throughout their lives in order to find one that is the right fit for them and sometimes that changes over time. The advisor/client relationship is based on an intimate understanding of your goals and the services and expertise required to help meet those goals.
Planning that puts you first.
The most important thing we factor into your financial plan is you. Whatever stage you’re at in your journey, our planners will meet you exactly where you are.