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UNLOCK OPPORTUNITIES WITH MODERN WEALTH MANAGEMENT ADVICE.


FROM BARRON'S #1 INDEPENDENT FINANCIAL ADVISORY FIRM IN THE NATION – FOUR YEARS
RUNNING.

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UNLOCK OPPORTUNITIES WITH MODERN WEALTH MANAGEMENT ADVICE.


FROM BARRON'S #1 INDEPENDENT FINANCIAL ADVISORY FIRM IN THE NATION - FOUR YEARS
RUNNING.

Meet with an advisor

WEBINAR

10 WAYS TO HELP PROTECT YOUR WEALTH FROM INFLATION

Register now

PODCAST

HEARD ON EVERYDAY WEALTH™

Planning on retiring soon? 10 questions to consider before you do.

Download now


THE POWER OF INTEGRATED WEALTH MANAGEMENT

COMPREHENSIVE STRATEGIES DESIGNED TO ELEVATE YOUR FINANCIAL POTENTIAL AND HELP
MAXIMIZE FUTURE OPPORTUNITIES

FINANCIAL
PLANNING

RETIREMENT
PLANNING

INVESTMENT
MANAGEMENT

TAX
STRATEGY

ESTATE
PLANNING

INSURANCE
PLANNING


PARTNER WITH THE #1 INDEPENDENT FINANCIAL ADVISORY FIRM IN THE NATION.

WE MANAGE $289 BILLION FOR PEOPLE FROM ALL WALKS OF LIFE, INCLUDING EMPLOYEES OF
122 COMPANIES IN THE FORTUNE 500.

Firm stats are as of June 30, 2021

IT'S ABOUT YOU.

Integrated financial planning that's truly personal, designed to elevate your
wealth plan today and take it to the next level.

IT'S ABOUT EXPERIENCE.

Our advice is powered by a sophisticated investment management approach that has
been awarded 12 U.S. patents.

IT'S ABOUT INDEPENDENCE.

Your financial planner will act in your best interests, and because our planners
don't sell products for commissions, you can always count on getting objective
advice.


FIND AN ADVISOR NEAR YOU.

VISIT VIRTUALLY OR IN PERSON AT 150+ LOCATIONS NATIONWIDE.


2021

#1 Independent
Financial Advisory Firm

2020

Top U.S. Registered
Investment Advisers

2020

See what Consumer
Reports says about us


LEARN MORE ABOUT TODAY'S FINANCIAL PLANNING STRATEGIES.

AS THE WORLD CHANGES, SO DO YOUR FINANCIAL PRIORITIES. STAY UP TO DATE ON THE
TOPICS THAT AFFECT YOU NOW AND IN THE FUTURE.

Explore topics

Article

INHERITANCE RIGHTS AND SPOUSES: WHAT YOU NEED TO KNOW

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Article

SHOULD I HAVE MORE THAN ONE FINANCIAL ADVISOR?

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Article

ESTATE PLANNING CHECKLIST

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Article

BUYING REAL ESTATE WITH AN IRA

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REALIZE YOUR WEALTH'S POTENTIAL.

SCHEDULE A FREE MEETING AND FIND A PLANNER WHO KNOWS HOW TO OPTIMIZE YOUR
PORTFOLIO FOR TODAY – AND ADAPT IT FOR TOMORROW.




HOW CAN WE HELP YOU?

(Select all that apply)

Retirement planning
Improving investment strategy
High-net-worth investing
Optimizing Social Security
Retirement income
Managing investment risk
Discuss estate planning
Reviewing insurance coverage
Tax planning
Charitable giving
Saving for college
Employee stock options

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WHEN WOULD YOU LIKE TO RETIRE?

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1-4 years
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10-19 years
20-29 years
30+ years

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PLEASE ESTIMATE YOUR TOTAL INVESTABLE ASSETS.

WHY IS THIS IMPORTANT?

This helps our advisors create a plan that's uniquely yours.

Your Investable Assets Less than $100,000 $100,000 - $250,000 $250,000 -
$500,000 $500,000 - $750,000 $750,000 - $1,000,000 $1,000,000 - $3,000,000 More
than $3,000,000 I prefer not to answer

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LET'S FIND A FINANCIAL ADVISOR NEAR YOU.

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PLEASE ENTER YOUR NAME.

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LET'S CONNECT.

You'll talk about next steps with an experienced financial advisor.



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QUICK LINKS

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CONTACT US

Call: (833) PLAN-EFE

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ABOUT US

About Our Company

Team

Pressroom

Careers


CLIENT LOGINS

Client Mobile App

Edelman Financial Engines Portal Login

Charles Schwab

TD Ameritrade

E.TRADE

Fidelity


QUICK LINKS

Our Locations

Education

For Employers

Online Advice


CONTACT US

Call: (833) PLAN-EFE

Contact Us


ABOUT US

About Our Company

Team

Pressroom

Careers


CLIENT LOGINS

Client Mobile App

Edelman Financial Engines Portal Login

Charles Schwab

TD Ameritrade

E.TRADE

Fidelity



Legal Information

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Edelman Financial Engines ADV

Business Continuity

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Do Not Sell My Personal Information

The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is
qualitative and quantitative, including assets managed, revenue generated,
regulatory record, staffing levels and diversity, technology spending and
succession planning. Firms elect to participate but do not pay to be included in
the ranking. 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.

The Financial Times FT 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.

All information provided through the education center 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, a division of Financial Engines Advisors
L.L.C., 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.

© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
registered trademark of Edelman Financial Engines, LLC. All advisory services
offered through Financial Engines Advisors L.L.C. (FEA), a federally registered
investment advisor. Results are not guaranteed.




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