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Edelman Financial Engines
- 13860 Ballantyne Corporate Place, Suite 160
- Charlotte, North Carolina
- 28277
- Phone: (704) 706-2855
- 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.