Edelman Financial Engines in Mequon, WI is an independent financial advisory firm that offers a comprehensive range of wealth management services, including financial planning, investment management, retirement planning, tax planning, insurance guidance, and estate planning. With a team approach to wealth planning, clients can expect integrated advice and strategies to help elevate their financial potential.
Trusted by some of America's largest employers, Edelman Financial Engines has a track record of industry recognition, including being awarded by Barron's as an independent financial advisory firm. With 145 offices nationwide and a focus on personalized wealth management, the firm aims to help clients achieve their financial goals at every stage of their career.
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