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What are your succession plans?

What are your succession plans?

July 19, 2017

Are you looking to sell your advisory firm or want to put a succession plan in place for the near future? Edelman Wealth Management Group is in the market to acquire dynamic wealth management or insurance benefit companies.


Respecting Your Legacy

Your reputation and legacy are important. We know that how we interact and advise your clients is essential to your trust in us. We will work with you to make sure that we are bringing the highest level of service and support to your clients.

Taking Care of Your People

We know that it’s not just about your clients. The people working in your company are just as important to you. Our mission is to always grow our Edelman family by welcoming your employees. We are always looking to hire strong, well-rounded advisors and operational support.

Smoothing Out the Transition

Our team is experienced in communicating with clients and handling the transition process. We recognize that while clients want to understand the process, what they really need is to feel secure and comfortable with their advisor.

Your Goals. Our Support

What’s Your Destination? It’s not just a question we ask our clients. It’s a question we ask our employees, our partners, and our clients, all of whom make up our community.

Edelman Wealth Management has been working hard since 1996 to make sure that we can service our community with uncomplicated advice and unparalleled service. Our team mission guiding people to their lifestyle and financial goals has helped us become one of the top wealth management companies in the region.

Interested in learning more? Read our story and meet our team.

Email us at OR give us a call at 215-579-5601

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., member FINRA/SIPC and an SEC Registered Investment Advisor. 380 Stuart Street, 8th Floor, Boston, MA 02116. 888-333-3087. Edelman Wealth Management Group and Signator Investor, Inc. are unaffiliated. For Financial Professional Use Only (SMAR Number) 199-20170622-379759