Edelman Financial EnginesRetirement Planning Consultants & ServicesUpdated on Sep 14, 2026 View more like this | Visit CHARLOTTE, NC | Contact Edelman Financial Engines |
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.
Business Hours:
Mon: 8:30 am - 5:00 pm
Tue: 8:30 am - 5:00 pm
Wed: 8:30 am - 5:00 pm
Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed
For more information, please contact us with the details below:
Contact Telephone:
(704) 706-2855
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.
Business Hours:
Mon: 8:30 am - 5:00 pm
Tue: 8:30 am - 5:00 pm
Wed: 8:30 am - 5:00 pm
Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed
For more information, please contact us with the details below:
Contact Telephone:
(704) 706-2855
Edelman Financial Engines
13860 Ballantyne Corporate Place Suite 160 Charlotte, North Carolina 28277
