Edelman Financial Engines
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Edelman Financial Engines is a leading independent financial advisory firm specializing in a comprehensive range of wealth management services, including financial planning, investment management, retirement planning, tax planning, and estate planning. With over 1.27 million clients and $308 billion in assets under management, the firm is dedicated to providing personalized, fiduciary advice that prioritizes clients' best interests.
The firm's holistic approach integrates all aspects of clients' financial lives, ensuring that plans are continuously aligned with changing life circumstances and market conditions. Recognized for its exceptional client satisfaction and industry achievements, Edelman Financial Engines aims to simplify the complexities of financial management and empower clients to achieve their financial goals.
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