Our latest "Everyday Wealth in America" research reveals the many different issues and pressures shaping Americans' financial lives. From family responsibilities to the impact of politics and inflation, explore how the crossroads of life and money can impact your wealth journey: https://bit.ly/EFE-EWIA-24 #FromHereForward
Edelman Financial Engines
Financial Services
Santa Clara, California 33,348 followers
We believe everyone deserves to move their financial life forward.
About us
For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
- Website
-
https://www.edelmanfinancialengines.com/
External link for Edelman Financial Engines
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Santa Clara, California
- Type
- Privately Held
- Founded
- 1987
- Specialties
- Investment Management, Retirement Planning, Financial Planning, Tax Planning, 401(k), 401(k) Rollovers, Roth IRA, Estate Planning, Insurance Guidance, IRAs, Wealth Planning, Wealth Management, Fiduciary, and RIA
Locations
Employees at Edelman Financial Engines
Updates
-
In celebration of #HispanicHeritageMonth, our UNIDOS Employee Resource Group hosted renowned author, coach and former diplomat Dr. Esther Zeledon and esteemed speaker Paul Rivera, PhD to explore how career advancement can be inspired by celebrating the vibrant tapestry of diverse backgrounds. Thank you to our UNIDOS ERG leaders—Oralia Mejia, Stephanie Rodriguez, Rachel Alandzes, Cristina Lipson, Carol Beckett, Widmark De Jesus Cano, Jacqueline Blanco and Executive Sponsor Mario Rodriguez—for embodying the supportive community here at EFE! De aqui en adelante #FromHereForward
-
Would you choose $1 million more for retirement or 5 more years of healthy living? Our latest Everyday Wealth in America report asked this telling question. Check out our findings on health vs. wealth, which were recently featured in Fortune: https://bit.ly/4eCt7mR #FromHereForward
-
How much is enough? According to our latest "Everyday Wealth in America" report, nearly 60% of Americans say they need a six-figure salary (at least $100k) just to avoid worrying about their daily expenses. Check out these findings from our research on CBS News: https://lnkd.in/diKxcVub #FromHereForward CBS MoneyWatch
Here's how much Americans think they need to earn to stop worrying about money
cbsnews.com
-
Edelman Financial Engines reposted this
Delighted to share EFE captured #1 on Barron’s 2024 Top 100 RIA Firms - ONCE AGAIN - for the seventh consecutive year! This one is for all of our employees who do such tremendous work on behalf of all the clients we serve - what an amazing team - well done! #FromHereForward https://lnkd.in/gbBuyMEp
2024 Top 100 RIA Firms
barrons.com
-
What financial worries are keeping us up at night? Find out in our latest Everyday Wealth in America report! #FromHereForward
Edelman Financial Engines 2024 Everyday Wealth in America Study Finds Homebuying, Credit Card Debt, and Caregiving Among Top Financial Issues
businesswire.com
-
What if your biggest financial obstacle isn’t the market but your mindset? Our planners uncover these overlooked barriers to help you make the most of your 401(k) savings efforts. Don’t just follow the crowd—take control, set bold priorities, and let your money work harder for you. Connect with one of our planners to learn more: https://bit.ly/4bgELBA #FromHereForward
-
Our Women Planners in Leadership group hosted their 2024 summit this week in Scottsdale, AZ. While they gathered to celebrate, support and learn from one another, we’re inspired by the lasting impact they continue to have on our clients and our entire team!
There is nothing better than face to face collaboration! This week we hosted the Women Planners in Leadership 2024 Summit bringing together the amazing women planners at Edelman Financial Engines in Scottsdale, AZ. The agenda, which included Shasta Nelson and Jean Chatzky HerMoney lived up to our theme of Building Connections and reinforced the importance of investing in the relationships we have with our colleagues, clients and community. We learned about the amazing work by Dress for Success Worldwide for Phoenix. And mostly, it was our opportunity to share knowledge, support each other and get excited about the impact women have on the financial planning industry. We all walked away better for the time spent together with a feeling of gratitude for our special EFE community and the opportunity we have every day to help our clients move their financial lives forward. #FromHereForward #FinancialPlanning #Women Planners
-
4
-
Denitsa Balunis, our SVP, Corporate Strategy & Corporate Development, spoke at #FutureProofFestival this week and shared valuable insights on M&A deal structures. Check out photos from her Future Proof session below!
Great conversation today at Futureproof with David DeVoe and Kay Lynn Mayhue, CFP®, AEP®, RFC® on ‘What are you Worth?’ - optimizing your value and deal structure in the RIA M&A space. What an amazingly different event and first industry panel I get to do with shades on🙂! #FutureProofFestival
-
We're thrilled to once again be named America’s top independent RIA by Barron's! #FromHereForward #BarronsRanked
Seventh Year as Top Independent RIA Firm by Barron’s
edelmanfinancialengines.com