The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Red Bank is here for you, serving Monmouth and Ocean counties. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
You’ve worked hard to get where you are. But you know that there’s more to do. We can help. We’ll partner with you to come up with solutions for your financial life that can help elevate your wealth potential. Our Approach