www.edelmanfinancialengines.com Open in urlscan Pro
69.192.30.142  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to main content
Login
Connect with a Planner
Login


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.


GET YOUR FREE GUIDE

Complete this form for your instant download. Then we’ll connect to answer all
your questions.

First name

First name is required.

Last name

Last name is required.

Email address

Email address is required.

Email address is invalid.

Phone number

Phone number is required.

Phone number is invalid.

ZIP code

ZIP code is required.

ZIP code is invalid.

Your Investable AssetsYour investable assetsLess than
$100,000$100,000-$250,000$250,000-$500,000$500,000-$750,000$750,000-$1,000,000$1,000,000+
get my guide

By submitting this form you consent to receive emails, recurring marketing
calls, prerecorded voicemails, and automated texts from Edelman Financial
Engines and/or Financial Engines Advisors at the email and number above. You
agree that calls may be made, texts may be sent, and voicemails may be
transmitted, via an automatic telephone dialing system, an artificial or
prerecorded voice, an automated system for the selection or dialing of telephone
numbers, the playing of a recorded message, the transmission of a prerecorded
voicemail, and/or similar technology. Your consent is not a condition of any
purchase. For texts, text STOP to cancel, HELP for help. Message and data rates
may apply. Message frequency may vary. You are also agreeing to our Terms of Use
and Privacy Policy.

Limit one complimentary offer per household, per 18 months. Offer ends December
31, 2023, and is only applicable to households with minimum investable assets of
$25,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

OUR SERVICES
 

 * Financial Planning
   
   

 * Retirement Planning Services
   
   

 * Investment Management
   
   

 * Insurance Guidance
   
   

 * Tax Planning
   
   

 * Estate Planning
   
   

 

Certain services provided on an educational and guidance basis only.

 *  
   
   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.


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


GETTING STARTED IS EASY

Answer just a few questions and we can connect you with a financial planner.
There's no obligation — take the first step today toward building a plan to help
you meet your financial goals.




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.

Quick links

 * Our Locations
 * Education
 * For Employers

Contact Us

 * Call: (833) PLAN-EFE
 * Contact Us

About Us

 * About Edelman Financial Engines
 * Our Leadership
 * Pressroom
 * FAQs
 * Career

Client Logins

 * Client Mobile App
 * Client Portal Login
 * Charles Schwab
 * Fidelity



--------------------------------------------------------------------------------

 * Legal Information
 * Privacy Policy
 * Terms of Use
 * Form CRS
 * Edelman Financial Engines ADV
 * Business Continuity
 * Wrap Fee Brochure
 * Do Not Share My Personal Information

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
insurance product.

© 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.

THANK YOU FOR VISITING OUR WEBSITE

You are now leaving https://www.edelmanfinancialengines.com for a website that
is unaffiliated with Edelman Financial Engines. Edelman Financial Engines has
not been involved in the preparation of the content supplied at the unaffiliated
site and does not guarantee or assume any responsibility for its content,
security or privacy-related practices. Please refer to their privacy and
security policies for further information.



Leave Cancel


DO NOT SHARE MY PERSONAL INFORMATION




 * YOUR PRIVACY


 * STRICTLY NECESSARY COOKIES


 * SOCIAL MEDIA COOKIES


 * ADVERTISING COOKIES


 * PERFORMANCE COOKIES


 * FUNCTIONAL COOKIES

YOUR PRIVACY

Like many online services, Edelman Financial Engines uses cookies and similar
technologies to enhance your online experience. When you visit our website, we
store cookies on your browser to collect information. The information collected
might relate to you, your preferences or your device, and is mostly used to make
the site work as you expect it to and to provide a more personalized web
experience. However, you can choose not to allow certain types of cookies. Click
on the different category headings to find out more and change your settings
according to your preference. For information about our privacy practices,
please refer to our
Privacy Policy

STRICTLY NECESSARY COOKIES

Always Active

These cookies are necessary for our sites and services to function and cannot be
switched off.

SOCIAL MEDIA COOKIES

Social Media Cookies Active


These cookies are set by a range of social media services that we have added to
the site to enable you to share our content with your friends and networks. They
are capable of tracking your browser across other sites and building up a
profile of your interests. This may impact the content and messages you see on
other websites you visit.

ADVERTISING COOKIES

Advertising Cookies Active


These cookies may be set through our sites and services by our advertising
partners. These companies may use cookies and similar technologies to try to
tailor the ads you see online to your interests based on your activity over time
across our services and other sites, or your interaction with our emails.

PERFORMANCE COOKIES

Performance Cookies Active


These cookies allow us to understand how users interact with the different
features of our sites and services and discern traffic sources so that we can
measure and improve the performance the sites and services.

FUNCTIONAL COOKIES

Functional Cookies Active


These cookies enable and enhance the functionality of our sites and services.

Back Button


COOKIE LIST

Filter Button
Consent Leg.Interest
checkbox label label
checkbox label label
checkbox label label

Clear
checkbox label label
Apply Cancel
Confirm My Choices
Allow All