Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. The firm has 170 planner offices across the country and is entrusted by more than 1.2 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
President and CEO
Founder, Edelman Financial Engines
Ric Edelman was one of the most vocal leaders to advocate for expanded access to retirement security and relief for families struggling from the COVID-19 fallout. He called on Congress in 2019 to pass the SECURE Act, and did the same for the CARES Act in March, issuing three press releases demanding changes to retirement policies that would provide immediate assistance to millions of Americans. Throughout it all, he advised the firm’s 1.2 million clients and his radio show listeners how to navigate market volatility and retirement account rule changes through the firm’s market volatility resource center.
These policy actions are needed to support the millions of Americans struggling financially in the COVID-19 Crisis.
Survey revealed many opportunities for employers to help improve their employees’ financial well-being.