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

215-579-5601
info@ewmginc.com
Edelman Connect™





Life changes. Plan for it.

Life is complicated with its twists and turns, and choices can be confusing.
How can you be sure you’re going in the right direction?

Our experienced Team can help you create a Plan to stay on course
with our comprehensive toolbox of services.:

Investing

Investing

  • Risk Tolerance
  • Asset Allocation/Portfolio Construction
  • Manager Research/ Monitoring
Insuring

Insuring

  • Disability Income
  • Life Insurance
  • Long-Term Care Insurance 
  • Educational Funding/
    529 College Savings Plans
Retiring

Retiring

  • Pension Maximization
  • Qualified Distribution Analysis
  • Income Needs Analysis
Preserving

Preserving

  • Estate Planning Strategies
  • Estate Tax Calculation
  • Estate Transfer Techniques

How can we simplify your financial decisions today? 

Contact our Advisors:

 By phone: 215-579-5601 or email info@ewmginc.com.

 Or click here to schedule your no-cost 15-minute chat with Edelman Connect™.