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Connect with a Planner INDUSTRY RECOGNITION FOR WHAT WE DO INDEPENDENT FINANCIAL ADVISORY FIRM 2018, 2019, 2020, 2021, 2022, 2023 Awarded each September (2018 - 2023) by Barron’s , based on data within a 12-month period. Compensation paid for use of logo. Registered investment advisers Listing published annually in July and is based on data gathered by Financial Times in 2020. A team approach to wealth planning Your financial advisor is supported by a team of experts for every aspect of your financial life. Financial Planning Retirement Planning Services Investment Management Insurance Guidance Tax Planning Estate Planning Certain services provided on an educational and guidance basis only. LET’S BUILD ON WHAT YOU’VE ACCOMPLISHED Financial planning and wealth management for those who want more from their wealth. You’ve worked hard to get where you are. But you know that there’s more to do. We can help. With our financial advisors, you’ll gain a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential. Our Approach Here for you, at every stage of your career Whether you’ve just started your career or you’re planning for retirement, we can help you take the best next step. Find a Planner 145 OFFICES NATIONWIDE Firm stats as of December 31, 2023 1.3 MILLION CLIENTS Firm stats as of December 31, 2023 102 FORTUNE 500 PLAN SPONSORS Firm stats as of December 31, 2023 TRUSTED BY SOME OF AMERICA’S LARGEST EMPLOYERS INCLUDING 102 FORTUNE 500 COMPANIES This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2023. These companies have consented to disclose their relationship with Edelman Financial Engines. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners. Let’s have a meaningful conversation Wealth is personal. It’s about you and where you want to be. We can help you get there. Connect with a Planner Financial Planning & Investing Resources How to Customize Your Retirement Plan Using the 4% Rule Read more Market Insights – April Read more Should you try to hedge against inflation? 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