Broker Check
Scott D. Edelman, BFA™

Scott D. Edelman, BFA™

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.

Recognitions

MDRT (Million Dollar Round Table)

Top of the Table, Court of the Table, Qualified Life Member: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011

Pennsylvania State Chair: 2015, 2014

Qualified Life Member, Court of the Table: 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001

Qualified Life Member: 2001, 2000, 1999, 1998

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

NAIFA (National Association of Insurance and Financial Professionals)

NAIFA Quality Award: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001, 2000, 1999, 1998, 1997

NAIFA Quality Award for Life Insurance and Annuities: 2017, 2018, 2019, 2020, 2021

NAIFA Quality Award for Financial Advising and Investments: 2017, 2018, 2019, 2020, 2021

NAIFA Quality Award for Health Insurance and Employee Benefits: 2017, 2018, 2019, 2020, 2021

Royal Alliance

Selected to Royal Court: 2021, 2020, 2019, 2018

Signator

Practice of the Year, ACE Platinum: 2017

ACE Platinum: 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004

Associations

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)

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.