Edelman Financial Engines Acquires Soundmark Wealth Management

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning1 and workplace2 investment advisory firm, today announced the acquisition of Soundmark Wealth Management (“Soundmark”). Headquartered in Kirkland, Washington, Soundmark is an investment advisory firm managing more than $453 million in assets for over 250 households.3 The firm, founded by Bill Schultheis, provides premier investment management and financial planning services, with a specialty in a