Tel: 215-579-5601
Email: scott@ewmginc.com
Scott D. Edelman
President & founder
Investment advisor representative
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.
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 21 consecutive years
Bucks County Estate Planning Council (member)
Signator Hall of Fame (member)
2018 Practice of the Year (winner)