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No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients. As a fiduciary, when it comes to investment advice, we’re dedicated to applying that passion with personal and objective wealth planning and investment management services that put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named by µþ²¹°ù°ù´Ç²Ô’s* – awarded each September (2018-2023) by µþ²¹°ù°ù´Ç²Ô’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the sixth consecutive year.

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* The µþ²¹°ù°ù´Ç²Ô’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 Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Services, LLC, which combined its advisory business in its entirety with Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

Becoming an Ïã¸ÛÁùºÏ²Ê×ÊÁÏ client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Ïã¸ÛÁùºÏ²Ê×ÊÁÏ to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

Your wealth planning team is led by your advisor, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.