Portage, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$179,181,278,611
ClientsTotal clients
477,170
AdvisorsAdvisors at this office
2
Of 728 advisors across 322 offices
Location
5831 Oakland Drive
Portage MI 49024
Advisors at this office
2
Advisors at this office
Veronica D
CFP®
Portage, MI
Edelman Financial Engines
Veronica Darlington is a CFP® professional with 10 years of experience in financial advising. She is currently with Edelman Financial Engines and has a long tenure at Cahill Wealth Management dating back to 2005. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.
Ryan C
CFP®, CFA®, Series 63
Portage, MI
Edelman Financial Engines
Ryan Cahill is a CFP®, CFA®-designated financial advisor with 16 years of industry experience. He is currently with Edelman Financial Engines and was previously the principal at Cahill Wealth Management, LLC for 18 years. He is also a managing member of an office property rental entity in Portage, MI. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions and planner-led wealth management that combines proprietary modeling with online tools.
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