Edelman Financial Engines is a nationally recognized financial planning and investment management firm specializing in personalized, fiduciary-based advice tailored to individual goals. With a presence in White Plains, NY, the firm combines advanced technology with human expertise to deliver comprehensive wealth management services. Originating from the merger of Edelman Financial Services and Financial Engines, it serves a broad client base that includes individuals, families, and workplace retirement plan participants.
The firm’s financial planners act as fiduciaries, meaning they are required to put their clients’ best interests first. Services range from customized retirement and tax strategies to investment planning and estate guidance. Edelman Financial Engines is well-regarded for its transparent, client-first approach and national network of credentialed advisors. It is also a trusted partner to major U.S. employers, offering workplace financial wellness programs and 401(k) advice. The firm emphasizes client education and long-term relationships, making complex financial concepts accessible.
