General Info

With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning guidance, we can help get you there. So, let’s have a meaningful conversation. Located near The Summit off Highway 280 and Interstate 459, the Edelman Financial Engines office in Birmingham serves the areas of Tuscaloosa, Anniston, Cullman and Montgomery. EFE may request that clients share their experiences.