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Our Story

Edelman Wealth Management Group was founded by Scott D. Edelman, who saw that people were not getting the advice they needed to feel secure in their financial future. Scott started his own firm in 1996 and focused on helping people feel that they could realize their lifestyle and financial goals.

Edelman Wealth Management Group was created with the idea that clients were family, not investment accounts. Individual stories mattered more than collective wealth.

Today the team provides personalized insurance and wealth management to clients around the nation.


Scott D. Edelman
President & Founder
Investment Advisor Representative
Glenn Mellin, ChFC®,CFS®
VP of Strategic Planning
Investment Advisor Representative
David Weisman
VP of Marketing & Development
Stacy Brilliant, MBA
Chief Operating Officer
Michelle Dorfman
Chief Financial Officer
Stephanie Edelman
Director of Marketing
Deena Weissman
Director of Employee Benefits
Eric Rifkin
Josh Weiskopf
Investment Advisor Representative
Cynthia Capritti
Registered Representative
Kevin Biagas
Registered Representative

Kevin Pent, ChSNC®
Investment Advisor Representative
Jon Gyles
Investment Advisor Representative
Torri Brooks
Client Relationship Manager


See yourself as part of the team? We are looking for talented advisors in the financial, benefit, and property and casualty space to join Edelman Wealth Management Group.