www.edelmanfinancialengines.com Open in urlscan Pro
69.192.30.142  Public Scan

Form analysis
0 forms found in the DOM

Text 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

Special Offer


GET YOUR COMPLIMENTARY RETIREMENT REVIEW AND INCOME GUIDE

A better retirement could be a conversation away.
Offer ends June 21.

Get Offer


Special Offer


GET YOUR COMPLIMENTARY RETIREMENT REVIEW AND INCOME GUIDE

A better retirement could be a conversation away.


 

Offer ends June 21.

 

Get Offer


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


DO YOU NEED ANSWERS TO THESE TOP TAX QUESTIONS?

Read more



WHAT EVERYONE CAN LEARN FROM WOMEN AND INVESTING

Read more



RETIRED AND NEED TO RAISE YOUR TECH GAME?

Read more



WHAT IS LOUD BUDGETING?

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