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TAKE THE FIRST STEP WITH A SECOND OPINION

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Special Offer


GET YOUR COMPLIMENTARY RETIREMENT REVIEW AND INCOME GUIDE

A better retirement could be a conversation away.


 

Offer ends June 21.

 

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INDUSTRY RECOGNITION FOR WHAT WE DO

 * 
   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.

 * 
   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.


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
   
   

 * 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.

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 * 145
   
   OFFICES NATIONWIDE
   
   Firm stats as of December 31, 2023
   
   

 * 1.3
   
   MILLION CLIENTS
   
   Firm stats as of March 31, 2024
   
   

 * 100
   
   FORTUNE 500 PLAN SPONSORS
   
   Firm stats as of March 31, 2024
   
   


TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 100 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


 * WHAT ARE THE 'FINANCIAL ENGINES'?
   
   A closer look at our backstory.
   
   
   


 * HOW DO FINANCIAL ADVISORS GET PAID
   
   And what value can they provide?
   
   
   


 * HOW TO GET THE MOST OUT OF A FINANCIAL WINDFALL
   
   Learn how a client navigated the complex challenges that windfalls can bring.
   
   
   

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The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of
independent advisory firms, is based on qualitative and quantitative factors.
Firms elect to participate but do not pay to be included in the ranking. The
2024 ranking refers to Edelman Financial Engines as the top mega RIA. The 2018
ranking refers to Edelman Financial Services, LLC, which combined its entire
advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and
where FEA received a precombination ranking of 12th.

According to the Cerulli Associates Top-Nine Managed Account Sponsors by DC
Assets survey of Defined Contribution managed account providers, The Cerulli
Edge – U.S. Retirement Edition, 3Q 2024, Issue #72, Edelman Financial Engines is
the largest managed account provider by DC assets and market share as of June
30, 2024.

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
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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
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Whenever there are hyperlinks to third-party content, this information is
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Neither Edelman Financial Engines nor its affiliates offer tax or legal advice.
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© 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.

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