Edelman Financial Engines

Soundmark Wealth Management is a financial planning firm located in Kirkland, Washington. The company specializes in a range of services including retirement planning, tax planning, investment consultation, risk management, and insurance analysis. By focusing on building diversified portfolios with low-cost, tax-efficient asset class and index funds, Soundmark aims to provide individuals with expert investment advice to help them grow their finances effectively.

New England Pension Plan Systems (NEPP) is a specialized financial services firm that caters to the unique retirement planning needs of its clients. It provides comprehensive, customized solutions, meticulously crafted to meet each client's specific requirements. NEPP's expertise lies in educating plan sponsors, participants, and advisors about intricate retirement decisions, offering a range of retirement programs and investment management services.

PRW Wealth Management offers comprehensive wealth and investment management services tailored for individuals, families, institutions, and business owners. The firm specializes in strategic planning, investment management, financial advising, and wealth transfer services. By focusing on risk mitigation and personalized financial strategies, PRW Wealth Management aims to provide clients with clarity regarding their financial situations and empower them to achieve their long-term financial goals.

Align Wealth Management is a Registered Investment Advisor based in Oklahoma City, Oklahoma, specializing in comprehensive wealth management and financial planning services. The firm offers investment management, retirement planning, tax planning, and estate planning, catering to the diverse financial needs of its clients. With a focus on personalized service, Align Wealth Management aims to help individuals and families achieve their financial goals through tailored strategies and expert guidance.

Erman Retirement Advisory specializes in delivering financial and life guidance to individuals focused on retirement. The firm offers a range of services, including investment management, tax planning, estate planning, retirement planning, and overall financial planning. By providing these comprehensive services, Erman Retirement Advisory assists clients in achieving their personal and financial goals, ensuring a secure and well-planned retirement.

Herrmann & Cooke is a financial planning firm located in Danville, California, specializing in a range of services including financial planning, retirement planning, investment management, and estate planning. The company is staffed by a team of experienced investment advisors who work closely with clients to create tailored financial strategies. By focusing on individual client needs, Herrmann & Cooke aims to help clients achieve their financial goals while minimizing risk.

Smart Investor is an investment advisory firm based in California, established in 2001. The company specializes in providing investment recommendations and financial services tailored to individual client needs. Smart Investor develops its planning strategies through a thorough understanding of each client's risk expectations, timelines, and objectives. The firm's assets are managed by a board of directors, ensuring a structured approach to investment management. By focusing on personalized advisory services, Smart Investor aims to help clients achieve their financial goals through informed investment decisions.

Viridian Advisors is a wealth management firm based in Bothell, Washington, established in 2014. The firm specializes in assisting closely held businesses, families, and individuals in managing their wealth and navigating various financial challenges. By providing tailored advice and management services, Viridian Advisors aims to help clients overcome roadblocks and capitalize on financial opportunities. The firm operates as a Registered Investment Adviser, with its assets managed by an experienced executive management team dedicated to fostering financial well-being for their clients.

Cahill Wealth Management is a financial advisory firm that offers personalized wealth management services. It specializes in comprehensive financial planning, investment advisory services, and retirement planning, tailoring strategies to align with clients' personal aspirations and resources. The firm operates on a fee-only basis, ensuring unbiased advice, and its team includes professionals with Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. As an independent Registered Investment Advisor, Cahill Wealth Management adheres to the fiduciary standard, prioritizing clients' interests. Additionally, the firm has experience managing employee benefit plans for life sciences companies.