Edelman Financial Engines
Overview
Edelman Financial Engines is a financial planning and investment management firm. They provide personalized financial advice, investment management, and retirement planning services to individuals, families, and institutions. They combine financial planning with investment management, leveraging technology and human expertise to help clients achieve their financial goals.
About Us
Edelman Financial Engines was formed through the merger of Edelman Financial Services and Financial Engines in 2018. The company aims to provide accessible and comprehensive financial planning and investment management services. They have a large team of financial planners and advisors located across the United States. They are committed to fiduciary responsibility and acting in the best interests of their clients.
Vision
To be the leading provider of integrated financial planning and investment management services, empowering individuals and families to achieve financial security and independence.
Mission
To help more Americans reach their financial goals by providing comprehensive, accessible, and personalized financial planning and investment management.
Culture
Edelman Financial Engines fosters a client-centric culture focused on integrity, collaboration, and innovation. They emphasize the importance of providing unbiased advice and building long-term relationships with their clients. They promote a supportive and inclusive work environment where employees can grow and develop their skills.
Headquarters
Santa Clara, California