Edelman Financial Engines

Edelman Financial Engines is a financial planning and investment advisory firm in Danville focused on helping individuals and families build and manage their long-term financial plans. We take a professional, personal approach to every client relationship, with clients who have trusted us for decades to manage their portfolios and keep them on track toward their goals.

Our advisors are known for being insightful, easy to reach, and ready to answer any question, big or small, so you always understand where your money stands. We value the trust our clients place in us and work hard to earn it through clear, honest guidance and steady commitment year after year.

We serve families across Danville, the Tri-Valley and Contra Costa County who want a dependable partner for planning their financial future.

To learn more about how we can help, visit our website or give us a call to schedule a conversation.