1790 Yardley-Langhorne Road, Suite 202,
Welcome to the Edelman Wealth Management Group.
We consider Clients as Family and promise uncomplicated advice and unparalleled service.
Do you know about the perks available to you through your health insurance?
You may be eligible for “Tuition rewards”!
Say ‘I Love You’ with Life Insurance.
Protect your loved ones with life insurance for less than $10 per month.
Your Best Retirement.
Care for your tomorrow self, today. Create a Plan for Your Best Retirement.
We Manage All Aspects of Group Benefits.
If you feel that your plan could use a second look, a fresh set of eyes, or you are missing an important benefit to make your coverage complete—we can help!
Are You Planning to Exit or Concerned with Protecting Your Business?
We specialize in Succession Planning and can make the process easier for you.
Protect your loved ones. February is Insure Your Love month and a $250,000 policy for a 30-year-old is under $10/month.
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.
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.
Years of experience have prepared us to guide you through life’s transitions.
Our professionals are ready to evaluate and support all your potential investments.
Helping you live your best financial life by providing uncomplicated advice and unparalleled service.