Edelman Financial Engines began decades ago on opposite coasts of the country, born from two firms with a similar goal – the democratization of financial planning and investment management.On the West Coast, Stanford University professor – and Nobel Prize-winning economist – William F. Sharpe believed investors deserved objective advice. He founded Financial Engines to give average investors access to sophisticated investment modeling and portfolio construction tools, which were only available to institutional investors at the time.On the East Coast, Ric Edelman, an independent financial planner, founded Edelman Financial Services with a mission to give Americans the education and advice needed to help build wealth and achieve their financial goals. Today we are one of America’s largest independent Registered Investment Advisors.
Executive Director, Financial Planning
Edelman Financial Engines
Serving Clients in these States