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.
In 34 years Edelman Financial Engines has:
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: