SPECIAL OFFER

The right plan is built around you

We’ll take your retirement saving ideas from conceptual to actionable. Start with this complimentary meeting with a financial planner, then get a personalized plan tailored to your goals. Schedule your meeting soon – offer ends Jan. 31.

GEt your COMPLIMENTARY
Retirement review and financial plan

 

Limit one complimentary offer per household, per 18 months. Offer ends January 31, 2025, and is only applicable to households with a minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion. AM4065462
 

we believe retirement planning is more than income planning

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 award-winning, integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities.

 

 

  • 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.

Our Services

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.

 

  • 1.3

    MILLION CLIENTS

    Firm stats as of September 30, 2024

  • $300

    BILLION IN CLIENT ASSETS MANAGED

    Firm stats as of September 30, 2024

  • 360

    FINANCIAL PLANNERS

    Data as of December 31, 2023