Edelman Financial Engines
Edelman Financial Engines is one of the nation’s leading independent firms specializing in wealth planning, fiduciary financial advice, and workplace investment solutions. Since 1986, the firm has been helping clients move their financial lives forward through a combination of advanced technology and personalized, high-touch guidance. Founded on the belief that all investors deserve access to trusted financial planning and investment management—not just the wealthy—Edelman Financial Engines offers tailored strategies for every stage of life. Whether you are just starting your career, building wealth, or preparing for retirement, the firm provides comprehensive services in retirement planning, portfolio management, tax-smart investing, and holistic financial planning.
ABOUT EDELMAN FINANCIAL ENGINES
Founded by Ric Edelman in 1986 as Edelman Financial Services, the firm has grown into one of the largest independent financial planning and investment advisory companies in the country.
In 2018, Edelman Financial Services merged with Financial Engines, a pioneer in digital investment management, creating a powerhouse in both personalized advice and technology-driven solutions.
Today, Edelman Financial Engines (EFE) offers a full spectrum of services designed to help individuals and families achieve their financial goals.
These services include comprehensive financial planning, investment management, and retirement planning tailored to each client’s unique circumstances.
EDELMAN INVESTMENTS & SERVICES
Financial Planning
Effective financial planning goes beyond choosing investments. EFE advisors take a holistic view of your financial life, coordinating strategies to identify opportunities for growth and stability.
Retirement Planning
With decades of experience, the firm helps clients prepare for a confident retirement by aligning wealth-building strategies with long-term income needs.
Investment Management
Combining proprietary simulation and optimization engines with expert human insights, EFE delivers personalized portfolios designed to balance risk and reward.
Insurance
Guidance Insurance strategies are tailored to each client’s assets and needs, providing protection and peace of mind as part of a broader financial plan.
Tax Planning
EFE offers proactive tax strategies by helping clients understand the implications of everyday financial choices and planning ahead to minimize tax burdens.
Estate Planning
Advisors work with clients to protect and strengthen their legacy, guiding wealth transfer strategies that support loved ones and future generations.