Edelman Wealth Management Group, Inc.
Company

Edelman Wealth Management Group, Inc.

Financial Services Yardley, Pa 9 employees
Employees
9
Contacts
3
Emails
3
Phones
2

Edelman Wealth Management Group, Inc. Overview

Headquarters
Yardley, Pa
Industry
Financial Services
Employees
9
Founded
1996
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Edelman Wealth Management Group, Inc.

Edelman Wealth Management Group was founded by Scott D. Edelman, who saw that people were not getting the advice they needed to feel secure in their financial future. Scott started his own firm in 1996 and focused on helping people feel that they could realize their lifestyle and financial goals. Edelman Wealth Management Group was created with the idea that clients were family, not investment accounts. Individual stories mattered more than collective wealth. Today the team provides personalized insurance and wealth management to clients around the nation. Signator Practice of the Year for 2018 Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

Edelman Wealth Management Group, Inc. Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Edelman Wealth Management Group, Inc. Org Chart

Sample employees and titles
Name Title Contact
Cole Harper Client Account Specialist at Edelman Wealth Management Group
Email
Wendy Tovsky Registered Representative, Junior Advisor, and Client Services Manager
Email Phone
Stephanie Edelman Director of Marketing at Edelman Wealth Management Group, Inc.
Email Phone

Employees by Management Level

Director 1 profile
Manager 1 profile
Individual contributor 1 profile

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