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Cornerstone Financial Management Llc
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Thomas A Huse Cpa
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Moore Financial Advisors, Ltd.
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Compass Planning Associates, Inc.
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Edelman Financial Engines
- 25 Burlington Mall Rd, Suite 405
- Burlington, Massachusetts
- 01803
- Phone: (339) 337-3172
- Website
Description
Edelman Financial Engines is a prominent independent financial planning and investment management firm in the U.S., specializing in personalized wealth management, 401(k) managed accounts, and fiduciary advisory services. Formed by the merger of Financial Engines (founded by Nobel laureate Dr. William Sharpe) and Edelman Financial Services, it manages over $290 billion in assets for 1.3 million clients.