Edelman Financial Engines

Edelman Financial Engines

Financial-Services

Santa Clara, Califor...
United States
Company Tagline

We believe everyone deserves to move their financial life forward.

Industry Category
Financial-Services
Company Description

Edelman Financial Engines is a leading financial services firm dedicated to empowering individuals to move their financial lives forward. With a rich history spanning over three decades, Edelman Financial Engines provides access to sophisticated investment modeling tools and personalized financial planning and wealth management advice, ensuring clients always have a trusted advocate acting in their best interests.

Edelman Financial Engines operates with a unique blend of high-tech and high-touch services, catering to clients at every stage of their financial journey. The firm’s Wealth Management services deliver straightforward advice, helping individuals and families build, grow, protect, and preserve their wealth. Additionally, through Employer Services, Edelman Financial Engines partners with top employers to offer personalized financial solutions that support employees through major life events, from their first paycheck to retirement. Edelman Financial Engines is located at its primary address at 3315 Scott Blvd, 4th Floor, Santa Clara, California 95054, US, with additional locations at 4000 Legato Road, 9th Floor, Fairfax, VA 22033, US; 10950 Grandview Dr, 4th Floor, Overland Park, Kansas 66210, US; 28 State St, 21st Floor, Boston, Massachusetts 02109, US; 4742 N 24th St, Ste. 270, Phoenix, Arizona 85016, US; and Level 11, Prestige Trade Tower, Unit No. 26 to 30, 46, Palace Road, Sampangi Rama Nagar, Bangalore, Karnataka 560001, IN.

Serving clients from coast to coast, Edelman Financial Engines is committed to making a positive, lasting impact on families, communities, and future generations by instilling confidence and command over their financial journeys. The firm’s mission-driven purpose is deeply embedded in its values and culture, ensuring a consistent commitment to excellence across all teams. We invite the management team at Edelman Financial Engines to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.

Edelman Financial Engines est une entreprise leader dans le secteur des services financiers, dédiée à donner aux individus les moyens de faire progresser leur vie financière. Forte d'une riche histoire de plus de trois décennies, Edelman Financial Engines donne accès à des outils sophistiqués de modélisation des investissements et fournit des conseils personnalisés en matière de planification financière et de gestion de patrimoine, garantissant ainsi que les clients ont toujours un défenseur de confiance agissant dans leur meilleur intérêt.

Edelman Financial Engines fonctionne avec un mélange unique de services de haute technologie et de services personnalisés, s'adressant aux clients à chaque étape de leur parcours financier. Les services de gestion de patrimoine de l'entreprise fournissent des conseils simples, aidant les particuliers et les familles à construire, développer, protéger et préserver leur patrimoine. En outre, par le biais de ses services aux employeurs, Edelman Financial Engines s'associe aux meilleurs employeurs pour offrir des solutions financières personnalisées qui aident les employés à traverser les événements majeurs de leur vie, de leur premier chèque de paie à leur retraite. Edelman Financial Engines est située à son adresse principale au 3315 Scott Blvd, 4th Floor, Santa Clara, California 95054, US, avec des adresses supplémentaires au 4000 Legato Road, 9th Floor, Fairfax, VA 22033, US ; 10950 Grandview Dr, 4th Floor, Overland Park, Kansas 66210, US ; 28 State St, 21st Floor, Boston, Massachusetts 02109, US ; 4742 N 24th St, Ste. 270, Phoenix, Arizona 85016, US ; et Level 11, Prestige Trade Tower, Unit No. 26 to 30, 46, Palace Road, Sampangi Rama Nagar, Bangalore, Karnataka 560001, IN.

Au service de clients d'un océan à l'autre, Edelman Financial Engines s'engage à avoir un impact positif et durable sur les familles, les communautés et les générations futures en insufflant confiance et contrôle sur leur parcours financier. La vocation de l'entreprise est profondément ancrée dans ses valeurs et sa culture, garantissant un engagement constant envers l'excellence dans toutes ses équipes. Nous invitons l'équipe de direction d'Edelman Financial Engines à créer une présentation d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en évidence leurs services exceptionnels.

Key Personnel / Employees
Mark Palmer J.D. M.S.F.S. CFP® Aaron Britt Ron Park Kelly Robertie

Compare Companies Side by Side

Compare Edelman Financial Engines with 3 companies in Financial-Services

4 Companies
Comparison Field
Edelman Financial Engines
Edelman Financial Engines
Main Company
Plancorp Wealth Management
Plancorp Wealth Mana...
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Polley Wealth Management
Polley Wealth Manage...
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Founded Year
1983 1994
Company Size
51-200 11-50 2-10
City
Santa Clara, California St. Louis, MO Pittsburgh, PA Orlando, Florida
Country
United States United States United States United States
Skills & Keywords Comparing with main company
17 Total Skills
Financial Planning Wealth Management Investment Advice Retirement Planning Tax Planning Financial Services Portfolio Management Wealth Planning RIA Investment Management Insurance Guidance Estate Planning Roth IRA 401(k) Rollovers 401(k) IRAs Fiduciary
8 Total 8 Unique
Unique Skills:
Asset Management Business Advisory Services Endowments & Foundations Family Office Services Fee-Only Advisors Fiduciary Investing +2
14 Total 14 Unique
Unique Skills:
401(k) management Asset Allocation strategies Business Succession College Funding Plans Company retirement plans Corporate Sponsored Plans +8
8 Total 8 Unique
Unique Skills:
Asset Protection Family Office Services Income Planning Investing Legacy Planning Philanthropy Planning +2
4
Total Companies
1983
Oldest Founded
1
Countries
46
Unique Skills

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Alternative Company Names

This company is also known as

Edelman Financial Engines 埃德尔曼金融引擎 एডেলमैन फाइनेंशियल इंजन إيدلمان للمحركات المالية Эдельман Финансовые Двигатели