Diversified Products
Independence with an open product platform that includes a comprehensive range of investment, advisory, and protection products from leading carriers.
Data Analytics
Access to Edelman Wealth Management's Data-Driven Analytics and CRM System to help identify cross-selling and other opportunities within your book of business.
Operational Assistance
Resources to support the growth of your business, including dedicated practice management support and access to advanced planning resources.
Focus on Growth
Partner with Edelman Wealth Management Group on growing your practice and the firm.