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

Form analysis
4 forms found in the DOM

GET /

<form role="search" method="get" class="search-form" action="/">
  <div class="input-group">
    <input type="search" class="form-control search-input" placeholder="Search ..." name="s" title="Search for:" style="font-size: 16px;">
  </div>
  <button type="submit" class="efe-nav-desktop-search efe-cta-primary mb-0 ml-5 button_link menu__icon menu__close-search-button">Search</button>
  <img id="close_search_button" alt="" src="https://www.edelmanfinancialengines.com/wp-content/themes/EFE_Divi_Child_Theme/images/nav/Menu--X.png">
</form>

GET /

<form role="search" method="get" class="menu__search-form" action="/">
  <div class="input-group">
    <input type="search" class="form-control menu__search-input" placeholder="Search ..." name="s" title="Search for:" style="font-size: 16px;">
  </div>
  <button type="submit" class="efe-nav-mobile-search efe-cta-primary mb-0 button_link">Search</button>
  <img id="close_search_button_mobile" alt="" src="https://www.edelmanfinancialengines.com/wp-content/themes/EFE_Divi_Child_Theme/images/nav/Menu--X.png">
</form>

/connect-with-a-planner

<form class="wealth-block-form fade-in t_3" action="/connect-with-a-planner">
  <div class="btn-group" role="group" aria-label="Basic checkbox toggle button group">
    <div class="input-group">
      <input type="checkbox" class="btn-check" id="btn_grow_wealth" autocomplete="off">
      <label class="answer-button body-03" for="btn_grow_wealth">I want to grow my wealth.</label>
    </div>
    <div class="input-group">
      <input type="checkbox" class="btn-check" id="btn_retire_soon" autocomplete="off">
      <label class="answer-button body-03" for="btn_retire_soon">I want to retire soon.</label>
    </div>
    <div class="input-group">
      <input type="checkbox" class="btn-check" id="btn_strengthen_legacy" autocomplete="off">
      <label class="answer-button body-03" for="btn_strengthen_legacy">I want to strengthen my legacy.</label>
    </div>
  </div>
  <button type="submit" class="button" onclick="conversation_event();">CONNECT WITH A PLANNER</button>
</form>

GET /financial-planners

<form class="fade-in t_3" id="here-for-you-form" method="get" action="/financial-planners">
  <div class="form-content">
    <div class="input-group">
      <label for="searchZIP" class="detail form-label">City, State or ZIP Code</label>
      <input type="text" class="secondary-nav-link form-control" placeholder="Minneapolis, MN" id="searchZIP" name="zipCode" aria-describedby="Location">
    </div>
  </div>
  <button type="submit" class="button">Find a planner</button>
</form>

Text Content

Edelman Financial Engines is keeping all those affected by Hurricane Ian in our
thoughts. We’re here to support our clients. Call us at (833) 752-6333.


Search
(833) PLAN-EFE
Log In

 * Working With Us
   Working With Us
   Our Approach
   Our Locations
   
 * Services
   Wealth Management Services
   Financial Planning Retirement Planning
   Investment Management Tax Planning
   Insurance Guidance Estate Planning
   Employer Services
   Enterprise Workplace Solutions Small-Business Solutions
 * Insights
   Everyday Wealth Podcasts Market Insights Tax Planning Retirement Planning
   Home and Mortgage
   
   Investing vs. speculation
   
   2 min 37 sec
   
   As markets continue their bumpy ride, some investors are looking to make back
   losses ...
   
   Listen Now
   
   Recession or recession-ish? Bear markets or bear-ish?
   
   4 min 22 sec
   
   The true definition of a recession is technically two back-to back quarters
   of gross ...
   
   Listen Now
   
   Can money buy happiness … even in a recession?
   
   3 min 18 sec
   
   The word recession has been all over the news lately. Inflation is high, our
   purchasing ...
   
   Listen Now
   View All Categories
   View All Episodes
 * About Us
   Who We Are
   Our Story Our Leadership Pressroom
   Careers Contact Us
   Our Mission
   We believe everyone deserves to move their financial life forward.

Connect With a Planner
 * Working With Us
   Our Approach Our Locations
 * Services
   Wealth Management Services Financial Planning Retirement Planning Investment
   Management Tax Planning Insurance Guidance Estate Planning Employer Services
   Enterprise Workplace Solutions Small-Business Solutions
 * Insights
   Everyday Wealth Podcast Market Insight Tax Optimization Retirement Planning
   View All Categories
 * About Us
   Our Story Our Leadership Pressroom Careers Contact Us

Connect With a Planner
Log In
(833) PLAN-EFE

Search


WEBINAR


THE ELECTIONS AND YOUR PORTFOLIO


THE ELECTIONS AND YOUR PORTFOLIO

What’s the impact? Let’s separate fact from fiction.

Register Now

Tuesday, Oct 11 | 2 p.m. or 8 p.m. ET




FIVE YEARS IN A ROW


FIVE YEARS IN A ROW

#1 Independent Financial Advisory Firm

Awarded each September (2018-2022) by Barron's, based on data within a 12-month
period. Compensation paid for use and distribution of rating.

Connect With a Planner



YOU DIDN'T COME THIS FAR ONLY TO COME THIS FAR


YOU DIDN'T COME THIS FAR ONLY TO COME THIS FAR

See how much further you can go with a modern wealth planning relationship.
Connect With a Planner



HELP YOUR EMPLOYEES BUILD A FUTURE


HELP YOUR EMPLOYEES BUILD A FUTURE

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



YOU ARE THE ENGINE OF YOUR WEALTH


YOU ARE THE ENGINE OF YOUR WEALTH

See how much further you can go with a modern wealth planning relationship.
Connect With a Planner


DO MORE WITH YOUR WEALTH


FINANCIAL PLANNING AND WEALTH MANAGEMENT FOR TODAY’S INVESTOR

You’ve worked hard to get where you are. But you know that there’s more to do.
We can help. We’ll partner with you to come up with solutions for your financial
life that can help elevate your wealth potential.

Our Approach


AN INTEGRATED APPROACH TO WEALTH PLANNING

Your planner is supported by a team of experts to help you reach your goals and
find new opportunities.
Financial
Planning
Retirement
Planning
Investment
Management
Tax
Planning
Insurance
Guidance
Estate
Planning
Enterprise Workplace
Solutions
Small-Business
Solutions

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.
I want to grow my wealth.
I want to retire soon.
I want to strengthen my legacy.
CONNECT WITH A PLANNER

HERE FOR YOU, NO MATTER WHERE YOU ARE

Individuals and employers across the country rely on our modern wealth planning
approach for their financial needs.
City, State or ZIP Code
Find a planner
#1 Independent Financial Advisory Firm
2018, 2019, 2020, 2021, 2022
Awarded each September (2018 - 2022) by Barron's, based on data within a
12-month period. Compensation paid for use and distribution of rating.

2020 Top U.S. Registered Investment Advisers
Listing published annually in July and is based on data gathered by Financial
Times in 2020.
145
+
Offices Nationwide
Firm stats as of December 31, 2021
1.3
+
Million Clients
Firm stats as of June 30, 2022
117
FORTUNE 500 Plan Sponsors
Data as of June 30, 2022
145
+
Offices Nationwide
Firm stats as of December 31, 2021
1.3
+
Million Clients
Firm stats as of June 30, 2022
117
FORTUNE 500 Plan Sponsors
Data as of June 30, 2022

FINANCIAL PLANNING & INVESTING RESOURCES

Financial Planning & Investing
Are bonds a good investment?
Retirement & Estate Planning
Should I consider a phased retirement?
Market Insights
Financial markets news: 2022 midyear review
Financial Planning & Investing
Growth vs value stocks: Which is better for your portfolio?
Financial Planning & Investing
I bonds: The inflation-protected asset you should know about
Retirement & Estate Planning
Estate planning for business owners
Home & Mortgage
The pros and cons of a reverse mortgage
Financial Planning & Investing
Compensation at work: Employee stock options
 * 
 * 
 * 

Quick Links
Our Locations
Education
For Employers
Contact Us
Call: (833) PLAN-EFE
Contact Us
About Us
About Our Company
Team
Pressroom
Careers
Client Logins
Client Mobile App
Client Portal Login
Charles Schwab
TD Ameritrade
E.TRADE
Fidelity
Legal Information Privacy Policy Terms of Use Form CRS Edelman Financial Engines
ADV Business Continuity Wrap Fee Brochure Do Not Sell My Personal Information

The Barron’s 2022 Top 100 RIA Firms list, a 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 and distribution of the rating. 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 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 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
provided by Financial Engines Advisors L.L.C., a federally registered investment
advisor. Results are not guaranteed. See
EdelmanFinancialEngines.com/patent-information for patent information.

Quick Links
Our Locations
Education
For Employers
Contact Us
Call: (833) PLAN-EFE
Contact Us
About Us
About Our Company
Team
Pressroom
Careers
Client Logins
Client Mobile App
Client Portal Login
Charles Schwab
TD Ameritrade
E.TRADE
Fidelity
 * 
 * 
 * 

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

The Barron’s 2022 Top 100 RIA Firms list, a 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 and distribution of the rating. 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 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 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
provided by Financial Engines Advisors L.L.C., a federally registered investment
advisor. Results are not guaranteed. See
EdelmanFinancialEngines.com/patent-information for patent information.




DO NOT SELL 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

Always 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

Always Active

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

Back Button


BACK

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