Aaron Kirkland - Edelman Financial Engines

We have been extremely pleased working with Aaron Kirkland and Edelman Financial Engines. Aaron is bright, professional, and client-driven, always with an eye on ensuring that our benefits and returns are maximized and risks are mitigated. Aaron and his team are personable, easy to work with and demonstrably committed to regularly communicating with us. He takes the time to listen and understand our current situation, goals, and long-term vision and is always responsive and ready to discuss or meet to review life changes and/or market conditions that may affect status or planning. We have been with Edelman for over a decade and are pleased by the detailed and personal attention we receive from the entire staff . No less important – we have had outstanding results from their management of our portfolio. Aaron has been especially helpful in getting our retirement plan fully dialed in, including the tax implications on related decisions and actions. He always listens to us and takes the time to clarify concepts. He explains everything in a way that makes sense, without overcomplicating it or talking in circles. We highly recommend Aaron to anyone who is looking for a reliable and trustworthy team to handle your financial needs.

Partnering with Aaron has been a transformative experience for my financial future. He invests the time to truly know his clients, ensuring every strategy seamlessly aligns with my current life circumstances and evolving goals. What sets Aaron apart is his intentional listening; he carefully assesses your risk tolerance and crafts a personalized investment plan that feels completely tailored to your needs. I deeply appreciate his personal touch and his rare ability to demystify complex market trends into clear, actionable insights for everyday investors like me. I highly recommend Aaron and the team at Edelman Financial Engines for anyone seeking a trustworthy, exceptional advisor.

Aaron is very knowledgeable and professional. He was very easy to talk to. He listened to our concerns as well as what we would like to do with our investments. He was able to make a plan that both my wife and myself were comfortable with. His communication has been exceptionable.

Aaron Kirkland is my current adviser, and he’s fantastic in every way. My previous Edelman adviser, JB Liebstein, was absolutely horrible. He tried to shove retirement down my throat, and pushed and pushed for me to quit my job—a job that I loved. I made it clear I had no intention of quitting my job, and he kept pushing. When I told him I wanted to switch advisers, he said the company didn’t allow that— a complete lie. Aaron, on the other hand, is wonderful. He’s nice, knowledgeable, and extremely helpful. I couldn’t ask for a better adviser.

I have entrusted Aaron with my portfolio and am very pleased with the results. We discuss financial planning, estate planning and retirement saving. If you are looking for a financial advisor, I highly recommend Aaron.