Expert financial guidance to keep you moving forward
Take your wealth further with Edelman Financial Engines.
The more you know, the better prepared you’ll be
Edelman Financial Engines can help you avoid making costly financial mistakes. An advisor can:
- Provide you with guidance on key financial decisions to consider when leaving your employer.
- Discuss your unique situation and help you understand and weigh the available options under your current retirement plan to help you make the best decision for you.
- Help you reduce the risk of making a costly mistake and help keep you on track to reaching your financial goals.
1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2As of March 31, 2022.
Knowing how much to save and how to invest to support your life in retirement can be confusing. And whether it's decades away or right around the corner, your employer wants you to be prepared. That's why {{SPONSOR_NAME}} partnered with us – to help you with your finances so you can plan for the future you want.
You can choose from our comprehensive services including:
Why Edelman Financial Engines
Online Advice
Prefer to take control and do it yourself? At no additional cost to you, get personalized investment recommendations for your retirement account that you can choose to implement on your own.
Professional Management
Building, managing and monitoring your portfolio on an ongoing basis is time consuming. You can have Edelman Financial Engines do it for you for a fee – negotiated by {{SPONSOR_NAME}}. We’ll make investment elections for you so you don’t have to actively select and monitor investments yourself.
Personal Advisor
Partner with a dedicated advisor to implement tailored financial strategies to help you reach goals beyond just retirement. For a fee, you'll get guidance on investments, estate planning, insurance and taxes to help you build, grow, protect and preserve your wealth.
We believe everyone deserves a sense of financial security.
More than 20 years of experience helping employees just like you
Transparent pricing and no hidden fees
As a proud fiduciary, we act in your best interest – always
Frequently Asked Questions
Who is Edelman Financial Engines?
We’re Barron’s #1 independent financial advisory firm (awarded each September [2018 -2021] based on data within a 12-month period. Compensation paid for use and distribution of the rating),1 offering financial education, advice, and services to 120 of FORTUNE 500 companies.2 We manage $200B+ assets for over 1 million customers like you, and have been in this business for over 20 years.2
What does Edelman Financial Engines have to do with my employee retirement program?
We work with employers to provide their 401(k) plan participants with trusted financial advice and retirement planning services. Your employer has partnered with us to bring you our expertise and access to services as an employee benefit.
What qualifies Edelman Financial Engines to manage my investments?
Our mission is to make your hard-earned money work harder. And while we can't guarantee results, we can help you maximize your returns, while controlling risk and avoiding unnecessary fees. Our comprehensive advice is unbiased and objective. Our planners are fiduciaries who don’t sell products to earn commissions and always work in your best interest. You’ll get the fee transparency you deserve and competitive pricing.
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