Pittsburgh, PA Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

2

Of 722 advisors across 322 offices

Location

Pittsburgh PA

Advisors at this office

2

Advisors at this office

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Donald E

Series 63, Series 65

Pittsburgh, PA

Edelman Financial Engines

Donald Edmunds is a financial advisor with Edelman Financial Engines in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Wilshire Associates, as well as experience with Air Star Trans & Limousine Service Inc. and the US Postal Service. He also served The Avalo Foundation, Inc. for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Karl B

Series 65

Pittsburgh, PA

Edelman Financial Engines

Karl Bruch IV is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Edelman Financial Engines and has prior experience at Cross Border Wealth and Reverse Mortgage Funding. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-based proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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