Edelman Financial Engines
Edelman Financial Engines, based in Saint Paul, MN, offers a comprehensive range of financial services, including wealth management, investment management, retirement planning, and estate planning, focusing on personalized strategies that align with clients' unique goals. With a commitment to client satisfaction, the firm manages approximately $287 billion in assets and provides guidance to over 1.27 million clients across 144 locations nationwide.
Recognized as an independent financial advisory firm for seven consecutive years, Edelman Financial Engines prioritizes transparent, fiduciary advice that addresses diverse financial needs. Their holistic approach integrates financial planning, ongoing reviews, and expert guidance, ensuring that clients receive tailored support throughout all stages of their financial lives.
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