BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning 1 and workplace 2 investment advisory firm, today announced the acquisition of Soundmark Wealth ...

Edelman Financial Engines acquired Soundmark Wealth Management of Kirkland, Wash., completing its first transaction of 2024. Soundmark manages $453 miilion in assets and serves more than 250 ...

Edelman Financial Engines, the registered investment advisor with more than $270 billion in assets under management, has acquired Soundmark Wealth Management, a Kirkland, Wash.-based RIA with more ...

Edelman Financial Engines started what looks like a trend of more wealth management acquisitions in 2024 by announcing Monday that it is bringing on Kirkland, Washington-based Soundmark Wealth ...