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GET HELP FROM A FINANCIAL ADVISOR YOU CAN TRUST

At Edelman Financial Engines, you’ll get a financial advisor who can help guide
you through every stage of life by creating a plan that fits you – and the goals
you want to achieve. Get started by downloading a free guide to helping protect
and grow your wealth.


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   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.

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   Listing published annually in July and is based on data gathered by Financial
   Times in 2020.


EXPERIENCE FINANCIAL PLANNING WITH A DIFFERENCE

We are a fiduciary. When it comes to investment advice, our financial planners
only act in your best interest. And they don’t earn commissions, so you’ll
always get objective advice. See why 1.3 million families and individuals trust
us to help them achieve their financial goals.

Firm stats as of June 30, 2023


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HERE ARE SOME QUESTIONS WE CAN HELP YOU ANSWER


HOW IS EDELMAN FINANCIAL ENGINES’ APPROACH UNIQUE?

At Edelman Financial Engines, our advice is personal. We start by assessing your
financial goals. Then, using our proprietary analysis and advanced investment
engines, your financial advisor will help select a personal portfolio that is
uniquely aligned with your goals and risk tolerance. This isn’t a one-time
event, though; it’s the beginning of an ongoing relationship that will continue
as you move through each stage of life and your situation and circumstances
change.


WHAT CAN I EXPECT AFTER CONTACTING EDELMAN FINANCIAL ENGINES?

Someone from our team will call you to schedule an appointment. When you meet
with your financial advisor, you’ll talk about your goals, which will help form
the foundation of any personal financial plan. We encourage you to make a list
of your needs and wishes, so your advisor can help you plot a course and stay on
track. You deserve to move your financial life forward, and hiring a financial
advisor – one who always acts in your best interests with investment advice – is
the first step.

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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
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outside Edelman Financial Engines. All examples are hypothetical and for
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Neither Edelman Financial Engines nor its affiliates offer tax or legal advice.
Interested parties are strongly encouraged to seek advice from qualified tax
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Videos presented on this website are for educational purposes only and do not
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© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
registered trademark of Edelman Financial Engines, LLC. All advisory services
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