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Heston Hall, 1790 Yardley-Langhorne Road, Suite 202, Yardley, PA 19067

215-579-5601
info@ewmginc.com
Edelman Connect™

   





CUSTOMIZED GROUP BENEFITS FOR GROWING BUSINESSES

From well-rounded benefit packages, which include group medical plans and retirement plans, to executive and voluntary benefits, Edelman Wealth Management builds benefit programs that work for both employers and employees.

We offer high-end, unparalleled service and provide an information driven, hands on approach. Our service model helps businesses optimize their tax position while also attracting, retaining, and rewarding top talent.  


Spend Your Time Running Your Business. We’ll Handle the Rest.

Employee <br/>Benefits<br/><br/>

Employee
Benefits

  • Group Medical & Health Plans
  • Dental & Vision Plans
  • Short and Long-Term Disability
  • Group Life/AD&D
  • Employee Education
  • Provider Network Evaluation and Selection
  • Utilization and Cost Comparisons
  • Full Selection of Voluntary Benefits
  • Group 529 College Savings
  • Norton LifeLock™
  • Pet Insurance
Qualified Retirement <br/>Plans<br/>

Qualified Retirement
Plans

  • 401(k) Plans
  • Qualified Pension and Profit Sharing Plans
  • Simple IRAs 
  • SEP IRAs 
  • Analysis
  • Employee Education
Executive Compensation Plans

Executive Compensation Plans

  • Section 162 Bonus Plans
  • Deferred Compensation 
  • Split-Dollar Funding
Business Succession Planning

Business Succession Planning

  • Buy/Sell Funding
  • Key Person Indemnification 
  • Family Equalization Techniques
Watch Our Video

Meet The Edelman Wealth Management Benefits Team of Experts:

Melanie Tumolo<br/>

Melanie Tumolo

Director of Employee Benefits

About Melanie
Christine Convery

Christine Convery

Employee Benefits Specialist

About Chris
Lisa Kulka, MBA

Lisa Kulka, MBA

Employee Benefits Specialist

About Lisa

Did you know? Our Benefits Team of Experts Provides On-Site Educational Meetings

The Edelman Wealth Management Benefits Team of Experts provides on-site training and engaging discussions all about employee benefits packages, including 401(k)s and other plans, empowering your employees to understand and take control of their financial futures.

Read Melanie’s News: A Business Benefits Blog.

READ BLOG

Some of our Proud Carrier Partnerships:

                                             




                                  

 

                      


                                    

This is not a fully-inclusive list.


Contact the Edelman Wealth Management Benefits Team of Experts for Help with Your Group Benefits, Retirement, Comp Plans, and Succession Planning at 215-579-5601.
Or, click here to schedule your no-cost 15-minute chat with Edelman Connect™.

How Can we help your Business? Email Us.

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