Edelman Financial Engines is an independent financial advisory firm based in Roseville, CA, with 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 some of America's largest employers, Edelman Financial Engines provides personalized and integrated advice to help individuals and businesses achieve their financial goals.
With over 1.3 million clients and 145 offices nationwide, Edelman Financial Engines has established itself as a leading provider of wealth management services. Recognized as an independent financial advisory firm by Barron's and listed as one of the top registered investment advisers by the Financial Times, they are committed to helping clients elevate their financial potential and navigate every stage of their career. Whether you're just starting out or planning for retirement, Edelman Financial Engines can help you make the most of your wealth and build a secure financial future.
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