Principal Financial Group

For over 35 years, Kayne Anderson Rudnick’s wealth management team has been providing customized financial planning and investment solutions. When Richard Kayne, John Anderson, and Allan Rudnick first established our firm, they embedded in our core a commitment to high-quality investments. When you take in our portfolio history and our 97% client retention rate, it’s no surprise that KAR has consistently been ranked among the best wealth management firms by Barron’s Magazine.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Orlando is here for you, serving Orlando and the surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.