草榴社区

No matter where your financial journey starts with us 鈥� from your first paycheck into and through retirement 鈥� we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients, including those in the听{planner.location default=鈥漼our area鈥潁. We鈥檙e dedicated to applying that passion with personal and objective wealth planning and investment management services and as a fiduciary when it comes to investment advice, we put our clients and their best interests first, always. When you put your trust in us, you鈥檝e chosen the firm named by听叠补谤谤辞苍鈥檚* 鈥� awarded each September (2018-2024) by听叠补谤谤辞苍鈥檚,听based on data within a 12-month period 鈥� as the nation鈥檚 top independent Registered Investment Advisor for the seventh consecutive year.

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*The 叠补谤谤辞苍鈥檚 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to 草榴社区 Engines as the top mega RIA. The 2018 ranking refers to 草榴社区 Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12^th.听听

Becoming an 草榴社区 Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area 鈥� we can connect you with one in or near {planner.location default=鈥漼ou鈥潁. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing 草榴社区 Engines to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

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Your wealth planning team is led by your local advisor in {planner.location default=鈥漼our area鈥潁, who will get to know you 鈥� your specific goals, your concerns and what you want to accomplish. Together, you鈥檒l clarify what wealth means to you and explore how much further you鈥檇 like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.