Edelman Financial Engines
Edelman Financial Engines is one of the country's top independent wealth planning and workplace investment advisory firms. Since 1986, Edelman has been helping move their financial lives forward. The firm combines high-tech and high-touch services to help people wherever they are on their personal financial journey. The firm was founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Whether you’ve just started your career or you’re planning for retirement, Edelman Financial Engines can help you take the best next step.
EDELMAN IN NUMBERS
1.3 Million Clients
145+ Offices Nationwide
100 Fortune 500 Plan Sponsors
#1 Barron's Independent Financial Advisory Firm (2018-2024)
#1 Managed Account Provider for Workplace Retirement Plans
As of March 31, 2024
ABOUT EDELMAN FINANCIAL ENGINES
EFE was founded by Ric Edelman in 1986 under the name Edelman Financial Services.
In 2018, Edelman Financial Services acquired Financial Engines, a major player in the digital investment management and financial advice industry.
Today, the firm provides a range of services designed to help individuals achieve their financial goals, including financial planning, investment management, and retirement planning.
EDELMAN INVESTMENTS & SERVICES
Effective financial planning is about more than just choosing the right investments. Your planner coordinates your financial life to plan for opportunities to grow your wealth.
Retirement Planning.
Start with a partner who knows how wealth planning works and can guide your momentum so you can transition confidently into retirement.
The firm combines their patented simulation and optimization engines with thoughtful human insights to deliver a tailored portfolio for you.
Insurance Guide.
Insurance planning that's specifically designed around your assets and needs may give you the peace of mind you're looking for. Their planners help you do just that.
Tax Planning.
The firm helps you with a forward-looking view of each year’s tax considerations by helping you understand the tax implications of your routine financial choices.
Estate Planning.
Protecting — and strengthening — your legacy is complex, but the right partner can guide you, so you can carry your wealth forward to your loved ones.