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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 * Contact Us Connect with a Planner (833) PLAN-EFE Login PATENT INFORMATION EDELMAN FINANCIAL ENGINES HAS OBTAINED U.S. PATENT NUMBERS: 5,918,217 6,012,044 6,021,397 6,125,355 6,292,787 7,016,870 7,062,458 7,249,081 7,321,871 7,774,257 7,788,155 7,813,989 7,983,975 8,200,561 8,224,735 8,521,633 8,725,614 Other US and foreign patents pending. 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