About
Edelman Financial Engines is a nationally recognized financial planning and investment management firm dedicated to helping individuals and businesses achieve long-term financial success. As one of the largest independent registered investment advisers in the country, the firm offers expert guidance through a team of fee-only fiduciary financial planners who prioritize transparency, integrity, and personalized service.
Clients receive tailored advice aligned with their values and goals, whether they’re planning for retirement, managing investments, or navigating complex financial decisions. Edelman’s comprehensive approach integrates all aspects of financial wellness, including tax strategies, estate planning, and insurance solutions. Their planners use advanced tools and data-driven insights to optimize portfolios and monitor performance, ensuring clients stay on track toward their financial objectives.
With over 140 locations nationwide and flexible virtual options, Edelman Financial Engines makes expert financial advice accessible and convenient. The firm’s consistent recognition for excellence reflects its commitment to delivering clarity, confidence, and results. Whether you’re just starting your financial journey or refining a long-term strategy, Edelman provides the trusted partnership you need to move forward.
Hours
Mon-Fri: 8:30am-5:00pm
Sat: By Appointment
Sun: Closed
Location
159 Crocker Park Blvd #260
Westlake, OH 44145
