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Synopsis
Edelman Financial Engines, an independent wealth planning and workplace investment advisory firm, completed the acquisition of Soundmark Wealth Management, an investment advisory firm. Financial terms were not disclosed. "We are thrilled to welcome Soundmark to EFE. Bill has built an excellent team, and we know they will be a great addition to our firm. We are united by a common goal to serve in the best interest of our clients and to reach more people with the holistic, wealth planning capabilities they need to achieve their financial goals," Jay Shah, Edelman Financial Engines CEO.
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