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FIND YOUR ADVISOR

Edelman Financial Engines is the proud sponsor of the HerMoney podcast. As a financial advisory firm co-founded by Jean Edelman and her husband Ric, we have a long history of providing clear, easy-to-understand financial education and advice to women and men for more than 35 years. 

Our integrated, personal financial planning is designed to take your wealth plan to the next level. And our advice is powered by a sophisticated investment management approach that has been awarded 12 U.S. patents. And because our planners don’t sell products for commissions, you can always count on getting objective advice. 

See for yourself how our integrated approach to wealth, investments, tax planning, insurance and more can help you optimize your financial potential today and adapt it for whatever the future may hold in store for you. Schedule a FREE no-obligation appointment today with one of our planners.

Who is Edelman Financial Engines?

We’re the nation’s #1 independent financial advisory firm, according to Barron’s¹. We provide modern wealth planning to help you maximize your potential, and designed to change as your life does. All of our wealth planners are more than just fiduciaries that always put your needs first—they’re caring, lifelong financial partners to help you navigate whatever financial decisions life has in store for you. We’re also behind the Everyday Wealth radio show, where Soledad O’Brien and Jean Chatzky discuss how current events, government policy, and life changes can impact one’s financial well-being.

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, succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

Under our registration with the SEC, Financial Engines Advisors L.L.C. is required to provide you with our ADV Part 2 and Solicitor’s Disclosure which sets forth the solicitor’s fee arrangement between Financial Engines Advisors L.L.C. and Her Money Media, Inc. Form ADV Part 2 provides information on the types of advisory services offered, the advisor’s fee schedule, disciplinary information, conflicts of interest, and background of key personnel.

All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416