A RELATIONSHIP WITH A TRUSTED PARTNER CAN MAKE ALL THE DIFFERENCE
GET YOUR COMPLIMENTARY WEALTH CHECKUP NOW
EXPERTISE FOR YOUR NEEDS
A relationship with a wealth planner is an important one – especially as your finances get more complex. Our partner, Edelman Financial Engines, offers an integrated wealth planning process designed to coordinate aspects of your financial life now and into the future.
As a proud sponsor of the HerMoney with Jean Chatzky podcast, Edelman Financial Engines offers you:
- Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Insurance Guidance
- Estate Planning
- Small-Business Solutions
STRAIGHTFORWARD ADVICE WITH YOUR GOALS IN MIND
When it comes to investment advice, the wealth planners at Edelman Financial Engines are fiduciaries who are bound to a duty to put your best interests first.
GET YOUR COMPLIMENTARY WEALTH CHECKUP
By submitting this form and providing your phone number, you agree that Edelman Financial Engines may call or text you at the number you provided for transactional communications regarding scheduling appointments and appointment reminders. You are also agreeing to our Terms of Use and Privacy Policy. Standard text message rates may apply. You may opt out of receiving text messages at any time.
HerMoney Media, Inc. (“HerMoney”) is a promoter for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a promoter, HerMoney may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. HerMoney is not a client, agent, representative or affiliate of Edelman Financial Engines. HerMoney receives a referral fee from Edelman Financial Engines in exchange for each prospective client that becomes an investment advisory client of Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. Due to this arrangement, HerMoney has an added incentive to recommend Edelman Financial Engines. Please click the Supplemental Disclosure for more information.
Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2024, and is only applicable to households with minimum investable assets of $50,000. Offer criteria may be waived at Edelman Financial Engines' discretion.
GIVE YOUR LIFE’S WORK THE ATTENTION IT DESERVES
Take the initiative to elevate your financial journey with an Edelman Financial Engines wealth planner. Submit your form and an Edelman Financial Engines representative will reach out to schedule a time to meet in person or virtually.
Finances are complicated. I love simplifying complex things and helping to put my clients’ goals into focus.
Director, Financial Planning, CRPC®
Dive deeper. Learn more. Go further.
Download our show on your favorite podcast appand learn more at EverdayWealth.com.
The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. AM3421374
