1790 Yardley-Langhorne Road, Suite 202
Yardley, PA, March 12, 2021 - This month marks the 25th anniversary for Edelman Wealth Management Group, a firm that provides financial planning, investment management, and employee benefits for individuals, families, and businesses. Since its inception, Edelman Wealth Management Group has helped hundreds of clients plan for their financial future. The firm has earned the trust and loyalty of their clients by providing uncomplicated advice, while delivering unparalleled service. Edelman Wealth Management Group serves a multi-generational clientele, including grandparents, parents, and their children. This is one the firm’s most valued accomplishments. Scott Edelman said, “the firm is proud of working with multiple generations of families.”
This month, Edelman Wealth Management Group looks back on 25 years of impacting people’s lives. Scott Edelman said, “I take great pride in what we’ve been able to accomplish over the last 25 years. We view all of our clients as friends and value our deep relationships. For me, this milestone is more than just a number, it’s about quality service to our clients. The number reflects, that above all, our clients, employees, and colleagues believe that the work we do is valuable, and more importantly, we have taken a client-centric approach to our everyday business practices. By naturally placing people and their unique needs first in our business model, we’ve been able to experience success beyond our expectations. We would like to thank all of our employees and colleagues that have helped us serve our clients over the last 25 years. We wouldn’t be where we are without them.” Edelman Wealth Management Group is looking forward to the future, and is excited to continue to innovate, while providing the best experience for their clients.