Scott D. Edelman, BFA™
President and Founder, Investment Advisor Representative
Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.
A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.
Scott lives in Bucks County, PA with his wife and children.
Member (Million Dollar Round Table)
Member (National Association of Insurance and Financial Advisors)
Member (Financial Services Institute)
Member (Bucks County Estate Planning Council)
Member (Newtown Business Association)
MDRT (Million Dollar Round Table)
Business Strategy and Planning Taskforce: 2022, 2021
Top of the Table: 2010–present
Qualified Life Member, Court of the Table: 2001–2010
Pennsylvania State Chair: 2015, 2014
Qualified Life Member: 1998 to present
MDRT Growth Team (Representative): 2019, 2018, 2017
Speaker (Top of the Table): 2014, 2013, 2012, 2011
Speaker (Top of the Table Focus Sessions): 2017
Moderator (Top of the Table): 2014
Chair (Top of the Table Member Resources Committee): 2016
Member (Office Efficiency Task Force - Practice Management Division): 2018
Member (Top of the Table Nominating Committee): 2020
Member (Top of the Table Business Continuation Committee): 2020
Member (Independent Channel Task Force): 2021
Member (Hiring and Staffing Task Force): 2022–2023
NAIFA (National Association of Insurance and Financial Professionals)
NAIFA Quality Award: 1997–2022
NAIFA Quality Award for Life Insurance and Annuities: 2022, 2021, 2020, 2019, 2018, 2017
NAIFA Quality Award for Financial Advising and Investments: 2022, 2021, 2020, 2019, 2018, 2017
NAIFA Quality Award for Health Insurance and Employee Benefits: 2022, 2021, 2020, 2019, 2018, 2017
Selected to Royal Court: 2022, 2021, 2020, 2019, 2018
Practice of the Year: 2017
ACE Platinum: 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004
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 nor are they representative of any one client's evaluation.