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A relationship with a financial advisor is an important one – especially as your finances get more complex. Your individual advisor provides value far beyond what shows up on a financial statement. They understand your overall goals, and they know what keeps you up at night. They can look at the facets of your financial life to help you understand what’s happening in the short term — and help guide you so you can be positioned for the long term.

No matter where your financial journey starts with us – from your first paycheck into and through retirement – 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 your city. As a fiduciary, when it comes to investment advice, we’re dedicated to applying that passion with personal and objective wealth planning and investment management services that put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named by�����������Dz�’s* – awarded each September (2018-2024) by�����������Dz�’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the seventh consecutive year.

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*The ���������Dz�’s 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 91��̳ Engines as the top mega RIA. The 2018 ranking refers to 91��̳ 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.

Becoming an 91��̳ Engines client is a straightforward process. The first step is to schedule an initial consultation. After this meeting, if we mutually agree that it makes sense for you to become an EFE client, we’ll start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing 91��̳ Engines to manage your portfolio. While not all of our advisors are able to take on new clients at this time, if you have a preference to work with me or any particular advisor, we will do everything that we can to accommodate your request. And EFE will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

Your wealth planning team is led by your local advisor in your area, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d 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.