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YOU — AND YOUR WEALTH — CAN DO SO MUCH MORE

A relationship with a trusted partner can make all the difference.

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HELP YOUR EMPLOYEES BUILD A FUTURE

Financial education and expertise from their first paycheck through retirement
and beyond.

Workplace Solutions

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 1. YOU — AND YOUR WEALTH — CAN DO SO MUCH MORE
 2. HELP YOUR EMPLOYEES BUILD A FUTURE




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.


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



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.


HERE FOR YOU, AT EVERY STAGE OF YOUR CAREER

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can help you take the best next step.

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 * 145
   
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   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.

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FINANCIAL PLANNING & INVESTING RESOURCES


RETIRED AND NEED TO RAISE YOUR TECH GAME?

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DO YOU NEED ANSWERS TO THESE TOP TAX QUESTIONS?

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WHAT EVERYONE CAN LEARN FROM WOMEN AND INVESTING

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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
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© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
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Results are not guaranteed.

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