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The Edelman Advantage™

Attention Financial, Insurance, and Employee Benefits Advisors:

Do you want to grow your independent business and have the support
of an established financial advisory firm?
The Edelman Advantage™ puts you in the driver’s seat with
the right tools to help you and your clients succeed.


See Advisor Brochure

Why Join Edelman Wealth Management Group?

Open Product Platform

Open Product Platform

Choose the best options for your clients with a diversified and comprehensive range of investment, advisory and protection products from leading carriers.

Actionable Analytics

Actionable Analytics

Edelman Wealth Management’s data-driven analytics and CRM system helps you to identify cross-selling and other opportunities within your book of business.

Operational Support

Operational Support

We’ve got your back with dedicated Practice Management support and access to advanced planning resources to help your independent business operate at peak and in Compliance.

Focus on Growth

Focus on Growth

Partner with us for strategies on growing your Independent Practice, establishing your brand, and being recognized for outstanding client service.

We’re An Established, Award-Winning Firm

We have been serving clients for 26 years and winning awards ever since. We pride ourselves on providing uncomplicated advice and unparalleled service. 

When you join Edelman, you’ll maintain your autonomy while being supported by our experienced Team. You’ll have the tools you need to build your practice while doing the best for your clients, and opportunities to be recognized for outstanding service and excellence.

See Our Accolades
Join Our Team

Join Our Team

Edelman Wealth Management Group is searching for strong, enterprising financial, insurance, and employee benefits advisors to join our team. 

Want to Learn More About Joining Our Team?

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