Edelman Wealth Management Group, Inc.

#uncomplicatedadvice #unparalleledservice

General Information
Company Name
Edelman Wealth Management Group, Inc.
Founded Year
1996
Location (Offices)
Yardley, United States +1
Founders / Decision Makers
Number of Employees
9
Industries
Financial Services, Health Care, Wealth Management
Funding Stage
-
Social Media

Edelman Wealth Management Group, Inc. - Company Profile

Edelman Wealth Management Group, Inc. is a renowned financial services firm founded by Scott D. Edelman in 1996. The company's slogan, #uncomplicatedadvice #unparalleledservice, reflects its commitment to providing personalized insurance and wealth management tailored to clients' individual needs. The company's focus on helping clients realize their lifestyle and financial goals sets it apart in the industries of Financial Services, Health Care, and Wealth Management. The firm has earned recognition, being awarded the Signator Practice of the Year for 2018. Edelman Wealth Management Group holds a distinctive approach, viewing clients as family rather than mere investment accounts. Their unwavering dedication to personalized care ensures that individual stories are valued over collective wealth. Serving clients nationwide, the company offers comprehensive services, including securities and investment advisory through Royal Alliance Associates, Inc., a member of FINRA/SIPC. As a result, Edelman Wealth Management Group has carved a niche for itself, prioritizing the human aspect of financial management. While the specifics of their last investment are undisclosed, the company's reputation and ethos position it favorably within the competitive financial services landscape. The firm's headquarters are in the United States, underscoring its influence in the domestic market.

Taxonomy: Wealth Management, Financial Planning, Personalized Services, Insurance Services, Investment Management, Financial Security, Client-Focused, Family-Centric Approach, Financial Goals, Securities, Advisory Services, Employee Benefits, Independent Firm

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