Edelman Wealth Management Group Yardley PA

It’s Our 30-Year Anniversary!

We’re celebrating 30 years of helping high-net-worth individuals and businesses plan, grow, and protect what matters most.

We’re Taking Steps at the Ultimate Walk to End Pancreatic Cancer.

Learn more about PanCAN and help support our April 25th PurpleStride Team, Sonny Days.

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ERISA Compliance: Supporting Your Employees Through Better Benefit Management.

One of the key laws guiding Employee Benefits is the Employee Retirement Income Security Act (ERISA). What is it, and how can you comply?

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How Investing is Like Going on Safari.

Out in the wild, you don’t control the terrain, the weather, or what appears next—but you do prepare, stay patient, and trust your guide.

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It’s Tax Season!

Use our handy Federal Income Tax Calculator to get an idea of where you stand.

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Listen to Scott’s Newest Podcasts.

From Wealth Management to Guaranteed Income and Outliving your Money, Scott gives his professional advice in this don’t miss podcast series.

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We're Celebrating 30 Years of Wealth Management & Benefits Strategy!

For 30 years, Edelman Wealth Management has helped Clients make informed financial decisions through uncomplicated advice and unparalleled service. We have always considered Clients as family.

We offer personalized financial planning for high-net-worth individuals and strategic benefits solutions for employers.

High-Net-Worth Individuals & Families

Investment management, tax-efficient planning, and estate strategies designed to grow and protect wealth.

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Employers & Benefits Leaders

Modern benefits consulting that improves employee well-being, manages costs, and supports retention.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and create the best financial strategy for you. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Tell us about your business plan and employees, and allow our Benefits Team of Experts to design a benefits package to help attract, retain, and reward top talent.

We’re a full-service firm, ready for what’s next!

Have a Question About Your Finances? Do You Need A Review?

It's our 30-year anniversary and we’re celebrating with free 30-minute financial consultations.

Schedule your time and see how we can help.

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What Should You Do When You Suddenly Get a Large Sum of Money?

Scott Edelman appears on the Injury Pros Podcast where Michael Saile of Cordisco & Saile interviews him on "How to Protect a Large Cash Settlement". Hear some tips and what to avoid. Scott shares his experienced approach and explains "money doesn't come with instructions."

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About Us

Scott Edelman’s vision was to empower people to live their best financial lifes by providing uncomplicated advice and unparalleled service.

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Serving Individuals

Life is full of twists and turns. Count on our smart, well-rounded Team and their years of experience in personal finance to guide you life’s stages.

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Supporting Businesses

Your business journey starts here. Our HR & Benefits Professionals partner with you to design the best benefits package to attract and retain valued employees.

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