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Edelman Financial Engines completes acquisition of Soundmark Wealth Management to expand its client-first focus

Edelman Financial Engines completes acquisition of Soundmark Wealth Management to expand its client-first focus

05/13/24, 2:04 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgsanta clara
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgsanta clara
Industry
financial services
financial services
Edelman Financial Engines (EFE), a top independent wealth planning and workplace investment advisory firm, has announced the acquisition of Soundmark Wealth Management. With this acquisition, EFE aims to broaden its capabilities, reach, and client-first focus, especially in addressing the unique planning needs of medical and technology professionals, as well as small business owners.

Company Info

Company
Edelman Financial Engines
Location
Santa Clara, California, United States
Company info
Soundmark Wealth Management is an investment advisory firm headquartered in Kirkland, Washington, managing more than $453 million in assets for over 250 households. The firm, founded by Bill Schultheis, provides premier investment management and financial planning services, with a specialty in addressing the unique planning needs of medical and technology professionals, as well as small business owners.

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