Edelman Financial Engines provides financial planning and wealth management services, with a local team serving clients in Portage, Michigan. The firm works with people at different stages of their financial lives, including those building wealth, preparing for or living in retirement, and seeking to strengthen their legacy. Its services include financial planning, investment management, retirement planning, tax planning, insurance guidance, and estate planning. Planners can draw on in-house experts for additional insight and client service associates for resources and support.

The Portage office is located at 5831 Oakland Drive and offers appointments with financial professionals, including Ryan Cahill, Executive Director of Financial Planning for Kalamazoo. Edelman Financial Engines also provides educational resources and market insights on topics such as capital gains taxes, investing, insurance, and major life events. The firm notes that some services are educational or guidance-based and that its information is not a substitute for individualized investment, tax, or legal advice. Advisory services are provided by Financial Engines Advisors L.L.C., a federally registered investment adviser.