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Effective URL: https://www.edelmanfinancialengines.com/
Submission: On January 22 via manual from US — Scanned from DE
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Skip to main content (833) PLAN-EFE Login * Working with us Working with us -------------------------------------------------------------------------------- * Our Approach * Our Locations * Our Planners & Experts * Services Wealth Management Services -------------------------------------------------------------------------------- * Financial Planning * Investment Management * Retirement Planning * Tax Planning * Insurance Guidance * Estate Planning Employer Services -------------------------------------------------------------------------------- * Retirement Readiness * Life's Financial Moments * Everyday Wealth & Wellness * Diverse Employee Needs * Insights Learn -------------------------------------------------------------------------------- * Financial Planning * Investment Management * Insurance * Retirement Planning * Market Insights * Tax Planning * Estate Planning * Life Events * Employer Services Listen -------------------------------------------------------------------------------- * Everyday Wealth Podcast * Past Everyday Wealth Episodes * About Us Who We Are -------------------------------------------------------------------------------- * Our Story * Our Leadership * Our Locations * FAQs * Pressroom * Contact Us Connect with a Planner (833) PLAN-EFE Login EVERYDAY WEALTH IN AMERICA 2023 REPORT For the second year, we explore the intersection of life and money, with new insights into Americans’ attitudes about wealth. See The Findings YOU — AND YOUR WEALTH — CAN DO SO MUCH MORE A relationship with a trusted partner can make all the difference. Connect with a Planner HELP YOUR EMPLOYEES BUILD A FUTURE Financial education and expertise from their first paycheck through retirement and beyond. Workplace Solutions Previous Next 1. EDWIA Carousel Slide 2. YOU — AND YOUR WEALTH — CAN DO SO MUCH MORE 3. HELP YOUR EMPLOYEES BUILD A FUTURE INDUSTRY RECOGNITION FOR WHAT WE DO * 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. 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 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 SERVICES * INVESTMENT MANAGEMENT * INSURANCE GUIDANCE * TAX PLANNING * ESTATE PLANNING Certain services provided on an educational and guidance basis only. 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. Find a Planner * 145 OFFICES NATIONWIDE Firm stats as of December 31, 2022 * 1.3 MILLION CLIENTS Firm stats as of September 30, 2023 * 103 FORTUNE 500 PLAN SPONSORS Firm stats as of June 30, 2023 TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 103 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, 2022. 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. Connect with a Planner FINANCIAL PLANNING & INVESTING RESOURCES REVERSE MORTGAGE PROS AND CONS Read more DO YOU KNOW ABOUT THESE RETIREMENT INCOME STRATEGIES? Read more TRAVELING THE "RIGHT WAY" IN 2024 Read more HOW TO SAVE MONEY DURING INFLATION Read more 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 * E.TRADE * 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. 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