Financial Engines Advisor Center

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Tampa – open by appointment only – is here for you, serving Tampa and eastern Hillsborough County. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

We specialize in solving tax problems. If you have prior years unfiled tax returns, we can get them done. We can also negotiate back taxes with the IRS. We specialize in securing installment agreements, offers in compromise, lien/levy relief, etc...