Redefining Financial Planning

As I approach two years at Edelman Financial Engines, I’m more convinced than ever: our industry has untapped power to reach more people across all generations and savings levels and help them all live better financial lives.

What’s more: Edelman Financial Engines is uniquely positioned in the marketplace to unlock growth at scale with an integrated fabric of workplace connectivity, retirement account advice and fully integrated household wealth planning. We are building on our diverse roots from Silicon Valley, a Nobel-laureate-backed institutional grade technology, as well as nearly four decades as pioneers of trusted planning and advice across a nationwide footprint. We represent the next generation of financial planning -  one that blends scale with personalization, technology with human connection, delivered with deep expertise and genuine empathy. 

The voices of our clients - and those around them - are what guide us:

(1) We help clients unlock the power of their retirement accounts as a first source of savings and wealth creation, driven by over 20 years of fiduciary advice and unmatched personalization through their employer’s plan.

(2) As the largest managed accounts advisor, we uncover deeper needs and more comprehensive ways to build clarity and confidence that expands into household financial planning, and

(3) We achieved a world class Net Promoter Score from clients who received our comprehensive financial planning solution - as measured by their propensity to recommend us to their friends and family. And Barron's has recognized us as "biggest and best" through their comprehensive rating system for seven years in a row. 

But what sets us apart? Our planners and client-facing teams.

We call it planning - not advising - because we do more than manage money. We help clients navigate their full financial lives: budgeting, saving, planning, retiring, protecting, giving. We back our client-facing teams with everything they need to thrive:

• Qualified leads to build practices

• Engaging digital experiences and content to enrich client conversations

• Proprietary planning tools and practice management support

• A collaborative community of peers who partner with and support each other 

• A scaled, dedicated team across marketing, tech, product, and compliance

We don’t just say “clients first.” We live it - in every plan, every conversation, every decision. It’s why we’ve earned the trust of 1.3 million clients.

At Edelman Financial Engines, we’re not just keeping up with change—we’re shaping what’s next.