Can your financial plan adjust to whatever market you’re facing? Take this opportunity to learn more about how your financial plan can form the foundation of your future. A complimentary Retirement Review and financial plan can help you face whatever the markets throw at you.
Awarded each September (2018 – 2021) by Barron’s, based on data within a 12-month period. Compensation paid for use and distribution of rating.
Limit one complimentary offer per household, per 18 months. Offer ends August 30, 2022, and is only applicable to households with minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.
The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
You are receiving this email because you have expressed interest in Edelman Financial Engines. To unsubscribe from Edelman Financial Engines communications, click here.
This message was sent by Edelman Financial Engines, LLC - 4000 Legato Road, 9th Floor, Fairfax, VA 22033-4055 - (833) 752-6333.
