- Service Name
Edelman Financial Engines
- Industry
Financial Services, Wealth Management, Financial Planning, Investment Management
- Main Value Proposition
Edelman Financial Engines offers a modern wealth planning relationship that combines expert advice and integrated strategies to elevate clients' financial potential.
- Description
Edelman Financial Engines provides comprehensive financial planning and wealth management services tailored to individual needs. Their offerings include investment management, retirement planning, and personalized financial advice to help clients achieve their financial goals.
- Key Features
Integrated financial planning and investment management; Team of experts supporting personalized advice; Complimentary retirement review and income guide; Wide range of services including tax and estate planning
- Use Cases
The service is most valuable for individuals planning for retirement, those seeking comprehensive financial planning, and clients looking for investment management tailored to their unique financial situations.
- Competitive advantages
Recognized as an independent financial advisory firm for seven consecutive years by Barron’s; Largest managed account provider by DC assets and market share according to Cerulli Associates; Trusted by major employers, including 100 Fortune 500 companies
- Strengths
Edelman Financial Engines excels in providing personalized financial advice backed by a robust team of experts, extensive industry recognition, and a commitment to client education.
- Positioning
Edelman Financial Engines positions itself as a leader in the financial advisory space, focusing on personalized wealth management and comprehensive financial planning.
- Audience
The target users include working professionals, retirees, and individuals seeking financial guidance to manage their wealth effectively.
- Brand Positioning
The brand identity emphasizes trust, expertise, and a client-centric approach, aiming to empower individuals to achieve their financial goals.
- CTA
Connect with a Planner
- Differentiation
The service stands out by providing a team-based approach to wealth management, ensuring that clients receive comprehensive support across all aspects of their financial lives.
- Tagline
Financial planning and wealth management for those who want more from their wealth.
- Tags
Financial Planning
Wealth Management
Retirement Planning
Investment Management
- Tone of Voice
Professional, supportive, informative
- Founded
1986-01-01
- Founders
Ric Edelman