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 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 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.
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.