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Scott D. Edelman, President and Founder, Investment Advisor Representative

Scott D. Edelman, President and Founder, Investment Advisor Representative

Scott is the founder of Edelman Wealth Management Group and manages all aspects of wealth management and employee benefits. He provides products and services for investment management and estate conservation for his clientele of individuals, families, retirees and businesses. He has a strong commitment to giving quality advice and service and puts an emphasis on creating lasting relationships. He regards each client as a friend. Under his leadership, the firm has been a finalist for Practice of the Year for four consecutive years and was named the 2018 Practice of the Year winner.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a regular speaker at conferences and is a thought leader in the community. Scott is also active in the community, with charities, and is on several boards.

Associations & Recognitions

Million Dollar Round Table (life member)
Scott sits on the advisory board and is part of the Office Efficiency Task Force. He also holds Top of the Table status

National Association of Insurance and Financial Advisors (member)
Scott has won industry awards 21 consecutive years

Bucks County Estate Planning Council (member)

Signator Hall of Fame (member)

2018 Practice of the Year (winner)

Newtown Business Association (member)

Financial Services Institute (FSI) (member)

 
 

 

 

 

 

 

 

 

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client's evaluation.