By Jeffrey Chreston on June 10, 2026 Verified by Google

Best thing to happen too me since retiring at age 55, I really can't say enough about our Advisor Brian Sites and Edelman Financial Engines.
Zero sales pitches, no buy or products speaches!
Brian listened to our needs and goals, and helped remove all our fears and doubts with sound advice and a written plan.

By Justin Pucker on June 7, 2026 Verified by Google

I've been working with Brian Sites for 3 years now, and he has far exceeded my expectations by beating the market to grow my portfolio significantly. He is the consummate professional and very personable offering great insights. I would recommend Brian to any potential investors regardless of the size of your portfolio.

By C. Hazell on June 4, 2026 Verified by Google

I have been with Edelman Financial Engines for just over 5 years and have worked with Brian Sites during that time. Brian has proven to be a very knowledgeable, insightful and personable Financial Advisor and is a pleasure to work with.

By Doug Holmes on May 28, 2026 Verified by Google

Brian Sites has done a great job managing our retirement funds. He is very helpful keeping us on top of necessary decisions and guiding us through them.

By Michael Heatley on May 28, 2026 Verified by Google

Brian Sites is a not just a Financial Advisor, he is also a trusted confidant who cares about his clients and their future. Brian works diligently to understand who you are, and what your financial goals are, so that he can guide you on the best possible path to surpassing your expectations. He offers sound financial planning, realistic formulas, and an easy management style that puts his clients at ease. I would strongly recommend Brian Sites to anyone who wants to achieve their retirement and wealth management goals.