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

215-579-5601
info@ewmginc.com
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What's New

MEET GLENN MELLIN

Glenn Mellin, ChFC®, CFS®

Your Life ... Your Money 

Edelman Wealth Management is proud to announce the newest member of our team, Vice President of Strategic Planning and Analysis Glenn Mellin. Glenn joins the firm after spending the last 12 years as a senior executive at MetLife and 30 years in the financial services industry. Glenn has been a five-star wealth manager for the last five years. He specializes in risk management, retirement distribution and investment planning, and is excited to start working for you. 

Glenn can personalize a plan specific to your needs by:

* Forward-thinking ideas and outside-the-box strategies to address complex needs

* Personal approach with each client to understand your story and goals 

* Integrated risk management strategies to protect against a plethora of life events

* Approach that can be summed up in one phrase: how can I get you from good to great

Call our office today to set up your appointment with Glenn.

The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.

Scott nominated for Practice of the Year Award, December 2015

Wealth Management is a finalist for the Signator Practice of the Year award for the third year in a row! Read more here.

Scott receives Five Star Wealth Manager Award, 2015 

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Advisor Public Disclosure website. Congratulations to Scott Edelman for receiving this award! Read more here. 

Scott featured in Suburban Life Article, May 2015 

Edelman Wealth Management Group Inc was the main feature in this article discussing how his team gauges their success by their clients' peace of mind. 

Scott elected as Chair of the Member Content Committee, 2015

Scott elected as Chair of the Member in Top of the Table Status at The Million Dollar Round Table. Million Dollar Round Table's Top of the Table is an exclusive forum for the world's most successful financial services professionals. These people are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.

Scott chosen as State Chair of Million Dollar Round Table, 201

Scott has been chosen for State Chair of Million Dollar Round Table. Million Dollar Round Table is The Premier Association of Financial Professionals. Scott has received Court of the Table Status for 10 years straight. Congratulations Scott!

Scott Featured in Philadelphia Magazine November 2014

Read about EWMG in Philadelphia Magazine. Scott was featured in the 5 Star Wealth Article for November.

Scott elected for Top of the Table Member Content Committee, 2014

Scott elected as Content Committee Member in Top of the Table Status at The Million Dollar Round Table.  Million Dollar Round Table's Top of the Table is an exclusive forum for the world's most successful financial services professionals. These people are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.

Scott chosen for State Chair at Million Dollar Round Table, 2014

Scott has been chosen for State Chair of Million Dollar Round Table. Million Dollar Round Table is The Premier Association of Financial Professionals. Scott has received Court of the Table Status for 10 years straight. Congratulations to Scott for such a wonderful accomplishment again.

Scott Sponsors Zumbathon

Edelman Wealth Management Group Sponsors the ALS Zumbathon at the Newtown Athletic Club.

Scott Featured in MDRT Magazine

Check EWMG out in the Part 1 publication of the Million Dollar Round Table, the premier association for Financial Advisors Worldwide. Part 2 coming in the May/June edition. http://bit.ly/Yumi9O

Scott chosen for State Chair at Million Dollar Round Table, 2013

Scott has been chosen for State Chair of Million Dollar Round Table. Million Dollar Round Table is The Premier Association of Financial Professionals. Scott has received Court of the Table Status for 10 years straight. Congratulations to Scott for such a wonderful accomplishment and a wonderful year.

Scott has been chosen to be a speaker at 2012 PAC Meeting in September.

Congratulations to Scott for being chosen to speak at the 2012 Practice Advancement Conference in September. He will also participate in the 2012 Boston Marathon Weekend. This is a terrific honor for Scott and he will represent Edelman Wealth Management Group, Inc. well

Scott joins Bucks County Estate Planning Council, January 2012

Scott is now a member of the Bucks County Estate Planning Council. This is a non-profit organization dedicated to the advancement of the field of Estate Planning.

Scott achieves Top of the Table Status, 2011

In 2011, Scott achieved Top of the Table Status at The Million Dollar Round Table. Million Dollar Round Table's Top of the Table is an exclusive forum for the world's most successful financial services professionals. These people are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.

Scott achieves his 7th consecutive Leaders Conference award, 2011

Congratulations to Scott for receiving his 7th consecutive Leaders Conference award from Acorn Financial Services.

Scott achieves ACE Gold status for his 8th consecutive year, 2011

Congratulations to Scott for receiving ACE Gold status at the John Hancock Financial Network Leaders Meeting. This is an annual meeting that Scott has achieved for 8 straight years.

Scott receives his 13 straight Court of the Table Status, 2010

This year marks 13 years straight that Scott has received Court of the Table Status at The Million Dollar Round Table. Congratulations to Scott for continuing to have such wonderful success and for accomplishing all of his goals.

Scott has been inducted into the John Hancock Financial Network Inner Circle, 2008

This year at the annual John Hancock Financial Network Leaders Meeting, Scott was inducted into the John Hancock Financial Network Inner Circle. This is an elite group of financial advisors that have consistently achieved club status. Scott also earned gold level at this meeting. Congratulations to Scott on his many accomplishments.

Scott receives Lifetime Status for Million Dollar Round Table, 2007

Scott has received Lifetime Qualifying Status for Million Dollar Round Table. Million Dollar Round Table is The Premier Association of Financial Professionals. Scott has received Court of the Table Status for 10 years straight. Congratulations to Scott for such a wonderful accomplishment and a wonderful year.

Scott receives award for 10 years of excellence, 2007

Scott received the National Quality Award for 10 years of excellence from the National Association of Insurance and Financial Advisors. NAIFA's longest standing award the National Quality Award recognizes NAIFA members for competence and dedication as indicated by their persistency records. Scott received this award because he has demonstrated dedication to his clients financial goals and protection. The policies he sells are in force when his clients need them the most.

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