Edelman Financial Engines

Soundmark Wealth Management is a financial planning firm located in Kirkland, Washington. The company specializes in various services, including retirement planning, tax planning, investment consultation, risk management, and insurance analysis. Soundmark focuses on building diversified investment portfolios using low-cost, tax-efficient asset class and index funds. They provide expert investment advice aimed at helping individuals grow their finances and achieve their financial goals.

New England Pension Plan Systems is a provider of financial planning services focused on delivering customized retirement solutions for its clients. The company emphasizes education, helping plan sponsors, participants, and advisors navigate complex retirement decisions. With a commitment to meticulous attention to detail, NEPP develops tailored retirement programs and investment management services designed to meet the unique needs of each client. This focused approach allows the firm to effectively support clients in achieving their retirement objectives.

PRW Wealth Management is a firm that specializes in wealth and investment management services tailored for individuals, families, institutions, and business owners. The company focuses on providing strategic planning, investment management, financial advising, and wealth transfer services. By offering these solutions, PRW Wealth Management aims to help clients gain 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. The firm specializes in delivering comprehensive wealth management and financial planning services. Its offerings include investment management, tax planning, retirement planning, and estate planning. Align Wealth Management aims to help clients achieve their financial goals through tailored strategies and personalized guidance.

Erman Retirement Advisory specializes in offering financial and life guidance to individuals focused on retirement. The firm provides a range of services, including investment management, tax planning, estate planning, retirement planning, and comprehensive financial planning. By addressing the unique needs and objectives of each client, Erman Retirement Advisory aims to assist them in effectively implementing their personal and financial goals for a secure retirement.

Smart Investor is an investment advisory firm based in California, established in 2001. The company specializes in providing investment recommendations and financial planning services tailored to the specific risk expectations, timelines, and objectives of its clients. Through a comprehensive discovery process, Smart Investor develops personalized strategies to help clients achieve their financial goals. The management of assets is overseen by the firm's board of directors, ensuring a disciplined approach to investment management.

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.