www.edelmanfinancialengines.com
Open in
urlscan Pro
23.0.30.44
Public Scan
URL:
https://www.edelmanfinancialengines.com/
Submission: On June 26 via api from US — Scanned from US
Submission: On June 26 via api from US — Scanned from US
Form analysis
0 forms found in the DOMText Content
Skip to main content (833) PLAN-EFE Login * Working with us Working with us -------------------------------------------------------------------------------- * Our Approach * Our Locations * Our Planners & Experts * Services Wealth Management Services -------------------------------------------------------------------------------- * Financial Planning * Investment Management * Retirement Planning * Tax Planning * Insurance Guidance * Estate Planning Employer Services -------------------------------------------------------------------------------- * Retirement Readiness * Life's Financial Moments * Everyday Wealth & Wellness * Diverse Employee Needs * Insights Learn -------------------------------------------------------------------------------- * Financial Planning * Investment Management * Insurance * Retirement Planning * Market Insights * Tax Planning * Estate Planning * Life Events * Employer Services Listen -------------------------------------------------------------------------------- * Everyday Wealth Podcast * Past Everyday Wealth Episodes * About Us Who We Are -------------------------------------------------------------------------------- * Our Story * Our Leadership * Our Locations * FAQs * Pressroom * Mergers & Acquisitions * Contact Us * Diversity, Equity & Inclusion Connect with a Planner (833) PLAN-EFE Login TAKE THE FIRST STEP WITH A SECOND OPINION Want to see what makes our planners different? Set up a free meeting. Connect with a Planner Special Offer GET YOUR COMPLIMENTARY RETIREMENT REVIEW AND INCOME GUIDE A better retirement could be a conversation away. Offer ends June 21. Get Offer INDUSTRY RECOGNITION FOR WHAT WE DO * INDEPENDENT FINANCIAL ADVISORY FIRM 2018, 2019, 2020, 2021, 2022, 2023 Awarded each September (2018 - 2023) by Barron's, based on data within a 12-month period. Compensation paid for use of logo. * Registered investment advisers Listing published annually in July and is based on data gathered by Financial Times in 2020. A TEAM APPROACH TO WEALTH PLANNING Your financial advisor is supported by a team of experts for every aspect of your financial life. * Financial Planning * Retirement Planning Services * Investment Management * Insurance Guidance * Tax Planning * Estate Planning Certain services provided on an educational and guidance basis only. LET’S BUILD ON WHAT YOU’VE ACCOMPLISHED FINANCIAL PLANNING AND WEALTH MANAGEMENT FOR THOSE WHO WANT MORE FROM THEIR WEALTH. You’ve worked hard to get where you are. But you know that there’s more to do. We can help. With our financial advisors, you’ll gain a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential. Our Approach HERE FOR YOU, AT EVERY STAGE OF YOUR CAREER Whether you’ve just started your career or you’re planning for retirement, we can help you take the best next step. Find a Planner * 145 OFFICES NATIONWIDE Firm stats as of December 31, 2023 * 1.3 MILLION CLIENTS Firm stats as of December 31, 2023 * 102 FORTUNE 500 PLAN SPONSORS Firm stats as of December 31, 2023 TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 102 FORTUNE 500 COMPANIES This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2023. These companies have consented to disclose their relationship with Edelman Financial Engines. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners. LET'S HAVE A MEANINGFUL CONVERSATION Wealth is personal. It's about you and where you want to be. We can help you get there. Connect with a Planner FINANCIAL PLANNING & INVESTING RESOURCES YOUR ANNUAL FINANCIAL PLANNING CHECKLIST Read more HOW WELL CAN YOU DO ON A RETIREMENT IQ TEST? Read more 12 RETIREMENT PLANNING QUESTIONS EVERYONE SHOULD CONSIDER Read more TOP 10 RETIREMENT MYTHS Read more Quick links * Our Locations * Education * For Employers Contact Us * Call: (833) PLAN-EFE * Contact Us About Us * About Edelman Financial Engines * Our Leadership * Pressroom * FAQs * Career Client Logins * Client Mobile App * Client Portal Login * Charles Schwab * Fidelity -------------------------------------------------------------------------------- * Legal Information * Privacy Policy * Terms of Use * Form CRS * Edelman Financial Engines ADV * Business Continuity * Wrap Fee Brochure * Do Not Share My Personal Information The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use of logo. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. Used with permission. ©2023 Dow Jones & Company, Inc. The Financial Times 300 Top Registered Investment Advisers list is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300. Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances. All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. THANK YOU FOR VISITING OUR WEBSITE You are now leaving https://www.edelmanfinancialengines.com for a website that is unaffiliated with Edelman Financial Engines. Edelman Financial Engines has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content, security or privacy-related practices. Please refer to their privacy and security policies for further information. Leave Cancel DO NOT SHARE MY PERSONAL INFORMATION * YOUR PRIVACY * STRICTLY NECESSARY COOKIES * SOCIAL MEDIA COOKIES * ADVERTISING COOKIES * PERFORMANCE COOKIES * FUNCTIONAL COOKIES YOUR PRIVACY Like many online services, Edelman Financial Engines uses cookies and similar technologies to enhance your online experience. When you visit our website, we store cookies on your browser to collect information. The information collected might relate to you, your preferences or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. However, you can choose not to allow certain types of cookies. Click on the different category headings to find out more and change your settings according to your preference. For information about our privacy practices, please refer to our Privacy Policy STRICTLY NECESSARY COOKIES Always Active These cookies are necessary for our sites and services to function and cannot be switched off. SOCIAL MEDIA COOKIES Social Media Cookies Active These cookies are set by a range of social media services that we have added to the site to enable you to share our content with your friends and networks. They are capable of tracking your browser across other sites and building up a profile of your interests. This may impact the content and messages you see on other websites you visit. ADVERTISING COOKIES Advertising Cookies Active These cookies may be set through our sites and services by our advertising partners. These companies may use cookies and similar technologies to try to tailor the ads you see online to your interests based on your activity over time across our services and other sites, or your interaction with our emails. PERFORMANCE COOKIES Performance Cookies Active These cookies allow us to understand how users interact with the different features of our sites and services and discern traffic sources so that we can measure and improve the performance the sites and services. FUNCTIONAL COOKIES Functional Cookies Active These cookies enable and enhance the functionality of our sites and services. Back Button COOKIE LIST Filter Button Consent Leg.Interest checkbox label label checkbox label label checkbox label label Clear checkbox label label Apply Cancel Confirm My Choices Allow All