Edelman Financial Engines


Weiser Financial Group LLC, an Investment Advisor registered in Florida and other states and Edelman Financial Engines LLC, an Investment Advisor registered with the SEC, are unaffiliated.


Consumer Reports ranks Edelman Financial #1 in U.S


Barron's Names Edelman America's Top Independent Registered Investment Advisor


Current Issue of the "Inside Personal Finance Newsletter"



In 34 years Edelman Financial Engines has:

  • Grown to 150+ locations nationwide
  • Serves more than 1 million people
  • Manages $260 billion in assets


All client assets are managed separately in accounts at TD Ameritrade, America’s foremost discount broker. Clients can view their statements, portfolio assets and trade activity on both the Edelman Financial Engines and the TD Ameritrade websites.


The dynamic, versatile framework of the Edelman Managed Asset Program provides you with a carefully constructed and individually selected asset allocation model that is both highly diversified and custom-selected to meet your unique investment needs. Your model is based on your individual circumstances, and features a variety of benefits to help you minimize expenses and manage risk, while giving you the opportunity to obtain the long-term returns you seek.


View information from the EFE Website:

The Edelman Managed Asset Program (EMAP)


Dimensional Funds - A Different Way to Invest (part 1)


Dimensional Funds - A Different Way to Invest (part 2)

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©2008-2022 Weiser Financial Group LLC, Sarasota, Florida provides unsolicited, non-biased education, not a recommendation on any retirement assets. The prohibited transaction rules do not apply. All information is presented as investor education, not investor advice and should be interpreted to be without any sales pitch or bias towards any specific investment products. The objective of Weiser Financial Group LLC’s Website is to deliver meaningful investment education to investors and plan participants in accordance with Department of Labor (DOL) provisions. This website is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. The accuracy and completeness of the information is not guaranteed. Weiser Financial Group LLC and Edelman Financial Engines LLC are two unaffiliated advisors registered under the Investment Advisers Act of 1940.