For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.
Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024).
Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.
In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
Company Details
- Employees
- 1.49K
- Founded
- -
- Address
- 3315 Scott Blvd, 4th Floor,india
- Phone
- +1-617-556-2414
- jv****@****nes.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- edelmanfinancialengines.com
- Keywords
- Investment Management, Retirement Planning, Financial Planning, Tax Planning, 401(k), 401(k) Rollovers, Roth IRA, Estate Planning, Insurance Guidance, IRAs, Wealth Planning, Wealth Management, Fiduciary, RIA.
- HQ
- Santa Clara, California
Edelman Financial Engines Questions
Edelman Financial Engines's helpline number is +1-617-556-2414
Edelman Financial Engines's website is edelmanfinancialengines.com
Edelman Financial Engines's LinkedIn profile is https://www.linkedin.com/company/edelman-financial-engines
Edelman Financial Engines has
1.49K employees.
View email and phone details for 1.49K
employees at Edelman Financial Engines.
Edelman Financial Engines's industry is
Financial Services
Edelman Financial Engines's top competitors are
Hightower Advisors,
Lpl Financial,
Captrust,
Mariner,
Fidelity Investments,
Wealth Enhancement,
Cerity Partners,
Creative Planning,
Mercer Advisors,
Edelman.
Edelman Financial Engines's support email address is jvining@financialengines.com
Edelman Financial Engines's categories are Financial Services
Edelman Financial Engines's founding year is 1987
