Edelman Wealth Management Group Yardley PA

Become More Financially Literate.

Being financially literate is crucial for developing a smart relationship with money and can prove invaluable throughout your life.

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Welcome to the Edelman Wealth Management Group.

We consider Clients as Family and promise uncomplicated advice and unparalleled service.

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Your Best Retirement.

Care for your tomorrow self, today.
Create a Plan for Your Best Retirement.

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We Love Sharing Our Innovation With You!

We are excited to be able to offer two new Group Benefits products to Employers.

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Are You Planning to Exit or Concerned with Protecting Your Business?

We specialize in Succession Planning and can make the process easier for you.

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Scott Edelman is named to MDRT’s 2024 prestigious Top of the table

Scott earned the MDRT Top of the Table designation for the 13th consecutive year and is also a Court of the Table and Qualifying Life Member emphasizing his unwavering commitment to Client excellence.

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.

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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.

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