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.

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.

Somewhere between planning for the future and enjoying the moment… that’s where you’ll find the Edelman Lifestyle. For 3...
05/18/2026

Somewhere between planning for the future and enjoying the moment… that’s where you’ll find the Edelman Lifestyle.

For 30 years, Edelman Wealth Management Group has helped individuals, families, and businesses navigate life’s changing tides with thoughtful planning, personalized strategies, and relationships built to last. Because true wealth is about more than numbers — it’s about creating a life you love living.

Here’s to the next chapter.

UncomplicatedAdvice

For 30 years, relationships have been at the heart of everything we do. That’s why we’re continuing the celebration by o...
05/15/2026

For 30 years, relationships have been at the heart of everything we do. That’s why we’re continuing the celebration by offering complimentary 30-minute financial consultations for individuals, families, and businesses.

If you’ve been meaning to revisit your financial plan, explore retirement strategies, review employee benefits, or simply ask questions about what’s next, this is a great time to connect. No sales pitch—just thoughtful guidance tailored to your goals. ✨

👉 Schedule your free consultation on our site, or email [email protected].

The GLP-1 Dilemma: How Employers Can Control Costs Without Losing Talent GLP-1 medications like Ozempic and Wegovy are c...
05/14/2026

The GLP-1 Dilemma: How Employers Can Control Costs Without Losing Talent
GLP-1 medications like Ozempic and Wegovy are changing the employee benefits landscape. While these treatments may support long-term health outcomes, they are...

Coverage for GLP-1 medications is part of a competitive benefits package now. How can employers control the costs of Ozempic and Wegovy without losing talent?

Congratulations to Erin Convery, daughter of our own Chris Convery, on graduating from Temple University with a Master’s...
05/12/2026

Congratulations to Erin Convery, daughter of our own Chris Convery, on graduating from Temple University with a Master’s Degree in Health Administration! 🎓

Your hard work, dedication, and commitment to making a difference in healthcare have paid off in a big way. Wishing you continued success as you take this exciting next step in your journey. We’re so proud of you, Erin!

Congratulations to Sophia on being inducted into the National Honor Society once again this year — a reflection of her c...
05/12/2026

Congratulations to Sophia on being inducted into the National Honor Society once again this year — a reflection of her continued dedication, leadership, and hard work both inside and outside the classroom. 🙌

We’re proud to celebrate students like Sophia who are building strong foundations for the future through academic excellence, community involvement, and a passion for growth.

Learn more about Sophia and our commitment to supporting young leaders:
https://www.edelmanwealthmanagement.com/youth-in-business

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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