We Love Sharing Our Innovation With You!
We are excited to be able to offer two new Group Benefits products to Employers.
Welcome to the Edelman Wealth Management Group.
We consider Clients as Family and promise uncomplicated advice and unparalleled service.
Scott Edelman Receives 2024 MDRT Awards.
Scott recently received the prestigious Million Dollar Round Table Top of the Table® and Court of the Table® designations for 2024.
Have You Maximized Your 2023 IRA Contributions?
There’s still time to make deposits for 2023 and take advantage of tax benefits.
Your Best Retirement.
Care for your tomorrow self, today.
Create a Plan for Your Best Retirement.
Are You Planning to Exit or Concerned with Protecting Your Business?
We specialize in Succession Planning and can make the process easier for you.
Inspire Inclusion
It’s International Women’s Day and time to create a world where difference is valued and celebrated. Collectively, we can #InspireInclusion.
New Job? Update your plan.
Big changes in your life? It may be worthwhile to review your current financial plan to be sure it still aligns with your needs, and check in on your life insurance policy.
No plan or policy? No problem. We can help with that.
Have a Question? Let’s Connect.
Edelman Connect™ allows you to schedule a 15-minute chat with no cost or obligation to discuss topics such as retirement plans, investment management, life insurance, and health insurance.
Schedule your time and see how we can help.
Our Team
Our professionals are ready to evaluate and support all your potential investments.
Our Philosophy
Helping you live your best financial life by providing uncomplicated advice and unparalleled service.