Broker Check
Scott D. Edelman
President & founder
Investment advisor representative
Scott is the founder of Edelman Wealth Management Group and manages all aspects of wealth management and employee benefits. He provides products and services for investment management and estate conservation for his clientele of individuals, families, retirees and businesses. He has a strong commitment to giving quality advice and service and puts an emphasis on creating lasting relationships. He regards each client as a friend.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a regular speaker at conferences and is a thought leader in the community. Scott is also active in the community, with charities, and is on several boards.

Associations & Recognitions

Million Dollar Round Table (life member)
Scott sits on the advisory board and is part of the Office Efficiency Task Force. He also holds Top of the Table status

National Association of Insurance and Financial Advisors (member)
Scott has won industry awards 19 consecutive years

The Five Star Award

The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional

Bucks County Estate Planning Council (member)

Signator Investors
Consistently achieved ACE Platinum Level