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.

09/02/2026

💡 30 Years: 30 Insights

The earlier you start, the more time your money has to work for you.

In this edition of 30 Years: 30 Insights, Stacy shares that getting started early can make a big difference when it comes to building long-term financial security.

Small steps today can grow into something much bigger tomorrow.

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

Why September Is the Right Time to Review Your Life Insurance Coverage September is Life Insurance Awareness Month—an an...
09/01/2026

Why September Is the Right Time to Review Your Life Insurance Coverage September is Life Insurance Awareness Month—an annual reminder to take a step back and evaluate whether your family or business is properly protected. Life...

September is Life Insurance Awareness Month—an annual reminder to take a step back and evaluate whether your family or business is properly protected. Life insurance is not a one-size-fits-all decision. Different policy types can be designed to address different needs, from te

🎓Student loan debt doesn’t have to put your financial goals on hold.Whether you’re paying down loans, considering refina...
09/01/2026

🎓Student loan debt doesn’t have to put your financial goals on hold.

Whether you’re paying down loans, considering refinancing, or balancing debt with saving for the future, having a strategy can make a big difference.

Explore strategies for managing student loan debt—and take a smarter look at how your loans fit into your overall financial plan.

👉 Learn more:

Five strategies for managing your student debt.

08/31/2026

💡 30 Years: 30 Insights

Invest with purpose.

In this edition of 30 Years: 30 Insights, Cole shares that investing should be about more than simply growing your money—it should be connected to what you're working toward and why it matters to you.

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

08/28/2026

💡 30 Years: 30 Insights

A budget isn't about limiting yourself—it's about knowing where your money is going.

In this edition of 30 Years: 30 Insights, Stacy shares why creating a monthly budget can help you stay organized, make intentional choices, and work toward your financial goals.

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

08/26/2026

You’ve worked hard to build the life you have. Make sure the people and things you care about are protected.

Estate planning isn’t just about what happens someday—it’s about creating clarity, confidence, and peace of mind for the future.

Don’t leave it to chance. Start planning today.

Learn more about estate planning and how Edelman Wealth Management Group can help: https://www.edelmanwealthmanagement.com/estate-planning

08/25/2026

💡 30 Years: 30 Insights

Are you making the most of the benefits available to you?
In this edition, Melanie shares that taking the time to maximize your employee benefits can make a meaningful difference for your financial well-being—both today and in the future.

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

08/24/2026

💡 30 Years: 30 Insights

Failing to plan can be a costly mistake.

In this edition of 30 Years: 30 Insights, Scott Edelman that having a plan—and taking action on it—can make all the difference when preparing for your financial future.

The best time to plan is before you need the plan.

🎥 Watch the full 30 Years: 30 Insights series:
https://www.edelmanwealthmanagement.com/30-insights
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08/19/2026

💡 30 Years: 30 Insights

What would happen to your finances if you suddenly couldn't work?

In this edition of 30 Years: 30 Insights, Wendy shares an important reminder about disability protection.

Planning for the unexpected should be an essential part of your financial strategy, to help protect everything you're working to build.

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

Your people are your business. Take good care of them.The right employee benefits can do more than fill a spot on a bene...
08/18/2026

Your people are your business. Take good care of them.

The right employee benefits can do more than fill a spot on a benefits sheet. They can help you attract talented people, keep the employees who make your business successful, and show your team that you value what they bring to the table.

At Edelman Wealth Management Group, we help business owners design customized benefits strategies that make sense for their people and their bottom line.

Because taking care of your team is good business.

Learn more about our Employee Benefits solutions:
https://www.edelmanwealthmanagement.com/employee-benefits

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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