Edelman Financial Engines is an independent financial advisory firm based in Pleasanton, CA, with 145 offices nationwide. With a team of experts and a team approach to wealth planning, they offer a range of services including financial planning, retirement planning, investment management, insurance guidance, tax planning, and estate planning. Trusted by over 1.3 million clients, including 103 Fortune 500 plan sponsors, Edelman Financial Engines provides personalized and integrated advice to help individuals and businesses achieve their financial goals.
Recognized as an industry leader, Edelman Financial Engines has been awarded as an independent financial advisory firm by Barron's for six consecutive years from 2018 to 2023. They are committed to helping clients elevate their financial potential and provide meaningful conversations and resources to guide them on their wealth journey.
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