Broker Check

Do You Have a Succession Plan for your Financial or Insurance Practice?

Client Centered

If you are ready to exit your business now or are concerned with protecting your business and family in case of emergency, Edelman Wealth Management is here to guide you. We specialize in succession planning for Financial Advisory and Insurance Firms and will make the transition easy for you. 

We will:

  1. determine goals and timelines for your succession plan.
  2. prepare a valuation of your business.
  3. engage your Team.
  4. protect and grow your revenue.
  5. bring the highest level of service to your clients.
  6. maximize your compensation.
  7. plan your best retirement! 

It’s Never Too Soon.

We can help to set you up for success early on while your business is growing or later when you need an exit strategy.
Either way, we’re here to help! And the sooner you start, the smoother the transition will be later.

Schedule a free 15-minute chat

The Edelman Advantage™

Respecting Your Legacy 

Your reputation and legacy are important. We know that how we interact and advise your clients is essential to your trust in us. We will work with you to make sure that we are bringing the highest level of service and support to your clients. 

Taking Care of Your Team

We know that it’s not just about your clients. The people working in your company are just as important to you. Our mission is to always grow our Edelman family by welcoming your employees. We are always looking to hire strong, well-rounded advisors and operational support.

Smoothing Out the Transition

Our team is experienced in communicating with clients and handling the transition process. We recognize that while clients want to understand the process, what they really need is to feel secure and comfortable with their advisor. 

Income Protection and Maximization

Protect and maximize your income by partnering with a growth focused firm. Have access to advanced planning resources and operational assistance to support your clients. 

27 Years of Award-Winning Service

Edelman is backed by a strong national network and boasts 27 solid years of awards and unwavering commitment to our clients.

Let's Talk About Putting a Succession Plan in Place.

Thank you!