Edelman Financial Engines
This company is a recommended outsourcing provider.
Overview
Overview/nWe put the personal in personal finance./n Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice./nIn 2018, two of America’s most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed./nToday we’re America’s top independent financial planning and investment advisor, recognized by InvestmentNews1 and Barron’s2. We have 178 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets.