Edelman Wealth Management Group, Inc.

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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.

💗 WEAR PINK. SHOW SUPPORT. MAKE A DIFFERENCE.The Edelman Wealth Management Group team is going PINK for Breast Cancer Aw...
10/23/2026

💗 WEAR PINK. SHOW SUPPORT. MAKE A DIFFERENCE.
The Edelman Wealth Management Group team is going PINK for Breast Cancer Awareness Month! 🎀
Today, we're wearing pink to honor survivors, support those currently fighting, remember those we've lost, and raise awareness about the importance of early detection.
Our team members are sharing their pink pride! Watch for their photos, show some love, and join us by posting your own pink look!
💗 Together, we're stronger in PINK!

💡 Before 2026 Ends, Make Every Financial Move Count.The year is winding down, but there's still time to make smart finan...
10/20/2026

💡 Before 2026 Ends, Make Every Financial Move Count.
The year is winding down, but there's still time to make smart financial decisions.
From tax brackets to retirement contribution limits, understanding the 2026 numbers can help you identify opportunities before year-end.
📊 Review our 2026 Tax Rates, Schedules, and Contribution Limits guide and finish the year with a plan.
👉 https://www.edelmanwealthmanagement.com/education

Great financial guidance starts with great people.Behind every financial strategy, every conversation, and every client ...
10/16/2026

Great financial guidance starts with great people.

Behind every financial strategy, every conversation, and every client relationship is a team of dedicated professionals who genuinely care.

At Edelman Wealth Management Group, we're more than financial professionals. Get to know the faces behind the expertise—and discover a little something you might not expect!

👉 Meet our team: https://www.edelmanwealthmanagement.com/our-team

🏡 How well is your estate protected?You've worked hard to build your wealth. Have you taken the right steps to protect i...
10/15/2026

🏡 How well is your estate protected?

You've worked hard to build your wealth. Have you taken the right steps to protect it for the people and causes that matter most?

From wills and trusts to protecting your legacy, a thoughtful estate plan can make all the difference.

Take our Estate Planning Quiz and see how prepared you really are!

👉 https://www.edelmanwealthmanagement.com/estate-planning

10/10/2026

🎉 Happy Birthday, Melanie! 🎂🥳

Today we're celebrating Melanie Tumolo, our Director of Employee Benefits!

With her expertise, dedication, and positive energy, Melanie plays an important role in helping our clients and making the Edelman Wealth Management Group team shine.

Wishing you a wonderful birthday and a year filled with happiness, laughter, and everything you love!

Join us in wishing Melanie a very Happy Birthday! 🎈🎉

The Edelman Lifestyle. Because true wealth is about more than money.It's about enjoying life's finest moments, embracing...
10/09/2026

The Edelman Lifestyle. Because true wealth is about more than money.

It's about enjoying life's finest moments, embracing new experiences, and having the confidence to live on your terms.

At Edelman Wealth Management Group, we believe exceptional financial planning should support an exceptional life.

Your wealth. Your vision. Your lifestyle.

Discover The Edelman Lifestyle:
https://www.edelmanwealthmanagement.com/edelman-lifestyle

10/08/2026

Be curious. Live well. Keep learning. ✨

30 Years. 30 Financial Insights. Which Ones Are You Already Following?

From building an emergency fund and investing with purpose to protecting your family and planning your estate, our team shares 30 quick insights learned from 30 years of helping people make smarter financial decisions.

Some you may know. A few might surprise you. And one could change the way you think about your financial future.

🎥 Watch the 30 Years: 30 Insights series:
https://www.edelmanwealthmanagement.com/30-insights

For 30 years, relationships have been at the heart of everything we do. That’s why we’re continuing the celebration by o...
10/06/2026

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].

October is Breast Cancer Awareness Month. 💗A reminder to take care of yourself—and to encourage the women you care about...
10/02/2026

October is Breast Cancer Awareness Month. 💗

A reminder to take care of yourself—and to encourage the women you care about to do the same.

Early detection can make a meaningful difference. Schedule your recommended screenings, know what’s normal for you, and don’t ignore changes or concerns.

At Edelman Wealth Management, we believe planning for the future means more than finances. It means making your health, your family, and the people you love a priority.

This month, let’s turn awareness into action.

One of the most powerful financial habits is also one of the simplest: pay yourself first. Most of us pay the mortgage, ...
09/30/2026

One of the most powerful financial habits is also one of the simplest: pay yourself first. Most of us pay the mortgage, utilities, credit cards, groceries, and everything else—and then plan to save whatever is left. The problem is...

It means prioritizing your savings and investments before spending money on your other monthly expenses.

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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