Edelman Wealth Management Group, Inc.

Edelman Wealth Management Group, Inc. Helping individuals, families, and businesses simplify financial planning with uncomplicated advice and unparalleled service.

Wealth Management • Employee Benefits • Retirement Planning • Estate & Tax Strategies Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067

We are licensed to sell Insurance Products in the following states: Arizona, California, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Iowa, Louisiana, Maryland, Massachusetts, Michigan

, Minnesota, Mississippi, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin. We are registered to sell Securities in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. CA Insurance License #: 0B98721

Securities and investment advisory services offered through Osaic Wealth, Inc.member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Check the background of your financial professional on FINRA's BrokerCheck.

A surprising fact that changed Wendy’s perspective on planning ahead.In this episode of our 30 Years: 30 Insights series...
06/15/2026

A surprising fact that changed Wendy’s perspective on planning ahead.

In this episode of our 30 Years: 30 Insights series, Wendy shares one of the most eye-opening lessons she’s learned: pregnancy is the leading cause of short-term disability claims in the U.S.

It’s a powerful reminder that disability insurance isn’t just for accidents or long-term illness — it’s about protecting your income during some of life’s biggest transitions.

Whether you’re starting a family, building your career, or planning for the future, understanding how disability coverage works can make all the difference.

▶️ Watch Wendy’s insight and explore the full 30 Years:

Wendy Tovsky, Client Services Manager, talks about pregnancy being ...

06/12/2026

What would your future self thank you for today?

In the latest installment of our 30 Years: 30 Insights series, Stacy shares a simple but powerful perspective: make decisions today with your future self in mind.

Whether it's saving for retirement, protecting your family, investing in your health, or pursuing personal goals, the choices you make now can have a lasting impact on the life you want tomorrow.

Take a moment to think ahead—and start building the future you deserve.
▶️ Watch Stacy's insight and explore the full 30 Years: 30 Insights series:
https://www.youtube.com/playlist?list=PL_Ry-iRqqfis-Zv9HNMCkVOjZ_NbkPzHS

As healthcare costs continue to rise, many employers face a difficult question: How can we manage expenses without reduc...
06/11/2026

As healthcare costs continue to rise, many employers face a difficult question: How can we manage expenses without reducing the benefits employees value? Fortunately, controlling costs doesn't have to mean cutting coverage. A smart...

Regularly evaluate employees' prescription drug spending. Alternative funding options, such as level-funded plans, may offer greater flexibility and cost control for some organizations.

06/10/2026

🎓 Never Stop Learning.
One of the best investments you can make isn't in the market—it's in yourself.

In the latest episode of our 30 Years: 30 Insights series, Glenn shares why continuous learning has been one of the keys to personal and professional success throughout his career.

Whether you're building your career, growing a business, or planning for retirement, staying curious and committed to learning can open doors to new opportunities and better decisions.

▶️ Watch Glenn's insight and explore the entire 30 Years/30 Insights series here: https://www.youtube.com/playlist?list=PL_Ry-iRqqfis-Zv9HNMCkVOjZ_NbkPzHS

💡 30 Years: 30 InsightsAs we celebrate 30 years at Edelman Wealth Management Group, we're sharing 30 simple but powerful...
06/08/2026

💡 30 Years: 30 Insights

As we celebrate 30 years at Edelman Wealth Management Group, we're sharing 30 simple but powerful lessons we've learned along the way.

Our first insight comes from Scott Edelman:
Start Saving Early.
It sounds simple, but time is one of the most valuable assets in building wealth. The earlier you begin saving and investing, the more opportunity your money has to grow through the power of compounding.

🎥 Watch this short video and follow along as we share more practical financial insights throughout our 30th anniversary year.
Watch on YouTube or explore the full series at YouTube:

The experienced Team at Edelman Wealth Management Group is celebrating their with a new series of videos: 30 --what they have...

NEW PODCAST ALERT💥What 30 Years of Helping Clients Build Wealth Has Taught UsWhat does it take to build a successful wea...
06/08/2026

NEW PODCAST ALERT💥
What 30 Years of Helping Clients Build Wealth Has Taught Us

What does it take to build a successful wealth management firm that stands the test of time? For Scott Edelman, it starts with listening.

In a recent episode of Influential Entrepreneurs with Mike Saunders, Scott reflects on 30 years of Edelman Wealth Management Group and shares the philosophy that has guided our growth: building meaningful relationships, understanding clients' goals, and providing uncomplicated advice every step of the way. The conversation explores how trust, communication, and a genuine commitment to helping people have shaped our firm since 1996.
Thank you to our clients, team members, partners, and community for being part of this incredible journey. We look forward to helping individuals, families, and businesses plan, grow, and protect what matters most for many years to come.

🎧 Listen to the full interview:

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 unc...

The Edelman Lifestyle.Success isn't measured by what you own—it's measured by the life you've built. 🏠For 30 years, Edel...
06/03/2026

The Edelman Lifestyle.

Success isn't measured by what you own—it's measured by the life you've built. 🏠

For 30 years, Edelman Wealth Management Group has helped clients make thoughtful financial decisions that support their goals, protect their families, and create opportunities for the future. Whether that future includes a dream home, travel, retirement, or a lasting legacy, every plan begins with understanding what matters most.

Because wealth is about more than financial success—it's about having the freedom and confidence to live life on your terms. 🙌

Learn more about The Edelman Lifestyle: https://www.edelmanwealthmanagement.com/edelman-lifestyle

Celebrating 5/29 Day and a special milestone for Scott and Stephanie! ❤️🎓As they celebrate their anniversary on 5/29, it...
05/29/2026

Celebrating 5/29 Day and a special milestone for Scott and Stephanie! ❤️🎓
As they celebrate their anniversary on 5/29, it’s the perfect reminder that the best financial plans are built the same way strong relationships are — together, with a shared vision for the future.
529 College Savings Plans can help families prepare for education expenses with tax-advantaged savings designed to grow over time. Whether you’re planning for a child, grandchild, or future generations, starting early can make a meaningful difference.
At Edelman Wealth Management Group, we believe in planning together for the future — for your family, your goals, and the moments that matter most. 💫

Happy Birthday 529 Day - 5/29/2026 With education costs continuing to rise, many families are looking for smarter ways t...
05/27/2026

Happy Birthday 529 Day - 5/29/2026 With education costs continuing to rise, many families are looking for smarter ways to prepare for the future without creating unnecessary financial stress. One of the most effective tools available...

529 plan tax-advantaged savings accounts designed to help families save for qualified education expenses, including college, trade schools, and certain K–12 costs.

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to ...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness will never be forgotten. 🇺🇸

As we spend time with family and reflect on the freedoms we enjoy, we extend our deepest gratitude to those who gave everything to protect them. Every day, we remember. Today, we salute you.

Address

Heston Hall, 1790 Yardley Langhorne Road, Suite 202
Yardley, PA
19067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 6pm

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