Edelman Wealth Management Group, Inc. Employee Directory

Q: What is Edelman Wealth Management Group, Inc. known for?

Edelman Wealth Management Group, Inc. was founded in 1996. Edelman Wealth Management Group, Inc. operates in the Financial Services industry.

Financial ServicesUnited States2-10 Employees

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.

Find Edelman Wealth Management Group, Inc. employees' phone numbers or email addresses

Edelman Wealth Management Group, Inc. Global Highlights

North America
11

United States Of America
11

Edelman Wealth Management Group, Inc.'s Leadership

S. B.
Chief Operating Officer
Mobile Phone
Email
S. D. E.
President
Mobile Phone
Email
M. T.
Director Of Employee Benefits
Mobile Phone
Email
W. T.
Client Services Manager
Mobile Phone
Email
D. W.
Client Account Manager
Mobile Phone
Email
C. H.
Client Account Specialist
Mobile Phone
Email
C. C.
Advisor
Mobile Phone
Email
B. M.
Financial Advisor
Mobile Phone
Email

Contact profiles from Edelman Wealth Management Group, Inc.

Name

Title

Contact Info

Location

Last Update

S. D. E.
President
Mobile Phone
Email
United StatesMississippi
Nov 10, 2025
S. B.
Chief Operating Officer
Mobile Phone
Email
United StatesNew Jersey
Oct 26, 2025
M. T.
Director Of Employee Benefits
Mobile Phone
Email
United States
Sep 09, 2025
W. T.
Client Services Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 16, 2025
D. W.
Client Account Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 23, 2024
C. H.
Client Account Specialist
Mobile Phone
Email
United StatesMississippi
Oct 20, 2025
C. C.
Advisor
Mobile Phone
Email
Aug 11, 2025
B. M.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Feb 27, 2024
C. N.
Mobile Phone
Email
UNITED STATES
Jul 09, 2024
J. V.
Mobile Phone
Email
UNITED STATES
Jul 07, 2024

Frequently Asked Questions

What is Edelman Wealth Management Group, Inc. known for?

Edelman Wealth Management Group, Inc. was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067, Heston Hall Yardley, Pa 19067, US; you can contact the main corporate office by phone at

+1-215-579-****

. Explore Edelman Wealth Management Group, Inc.'s company overview page for more information.

What is Edelman Wealth Management Group, Inc.'s most common email format?

Edelman Wealth Management Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Edelman Wealth Management Group, Inc. email formats with LeadIQ.

How many employees does Edelman Wealth Management Group, Inc. have currently?

Edelman Wealth Management Group, Inc. has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Edelman Wealth Management Group, Inc.'s key employees and leadership?

As of December 2025, Edelman Wealth Management Group, Inc.'s key employees include:

Chief Operating Officer: S. B.
President: S. D. E.
Director Of Employee Benefits: M. T.
Client Services Manager: W. T.
Client Account Manager: D. W.

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