HQ Function

Serves as the official Corporate Headquarters, housing key leadership, administrative functions, and support for national operations for the financial planning and investment management firm.

Notable Features:

Located in a modern office building within a commercial district, designed to facilitate collaboration and support a significant workforce. Focuses on functional, professional workspace equipped with technology to support financial services.

Work Culture:

The work culture at Edelman Financial Engines, including its Plano headquarters, emphasizes a client-first approach, adherence to fiduciary standards, integrity, and continuous professional development. It aims to foster a collaborative and inclusive environment, integrating diverse talents from its merged heritage.

HQ Significance:

The Plano headquarters is central to the company's national strategy and operations, acting as a key hub for decision-making and corporate governance for one of the largest RIAs in the U.S.

Values Reflected in HQ: The headquarters likely reflects values of professionalism, technological integration for client service, and operational efficiency, supporting its mission to provide accessible financial guidance.

Location:

Edelman Financial Engines primarily operates within the United States, serving American investors and employees through its extensive network of financial planners and workplace retirement plan solutions. Its direct services are focused on the U.S. market. While investment strategies may involve global assets, the company does not maintain significant international retail office locations or direct service operations for consumers outside the U.S.

Street Address:

5340 Legacy Drive, Suite 300

City:

Plano

State/Province:

Texas

Country:

USA