Edelman Financial Engines
Edelman Financial Engines, located in Canandaigua, NY, offers comprehensive financial planning services tailored to meet the diverse needs of clients. With a strong focus on personalized goal setting and ongoing support, the firm has successfully guided over 1.27 million clients and manages approximately $308 billion in assets as of June 2025.
Recognized as an independent financial advisory firm for several consecutive years, Edelman Financial Engines provides a holistic approach to wealth management, retirement planning, tax planning, and estate planning. Their dedicated team ensures that clients receive actionable insights and guidance, allowing for a deeper understanding of their financial landscape.
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