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Edelman Wealth Management Group, Inc. Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Edelman Wealth Management Group, Inc. is a financial services firm based in Yardley, Pennsylvania, founded in 1996 by Scott D. Edelman. The company emphasizes personalized guidance, focusing on helping clients feel secure about their financial future by aligning protection and wealth planning with individual life stories rather than treating clients as generic accounts. Its offerings include tailored insurance and wealth management services delivered to clients across the nation, with a commitment to viewing clients as family and prioritizing their unique circumstances. The firm operates as a Signator Practice within the broader Royal Alliance network, separating the advisory relationships from other entities and services referenced in its model. In 2023, the firm announced the acquisition of Krum Insurance and Financial Services, signaling expansion within its services and footprint in the financial services landscape.

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

Edelman Wealth Management Group, Inc. Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Edelman Wealth Management Group, Inc.'s Leadership

  • Stylized image of a person
    S. B.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. M.
    Vice President Strategic Planning & Analysis
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D. E.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Director Of Employee Benefits
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. E.
    Director Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. T.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Client Account Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    Client Account Specialist
    Phone icon
    Mobile Phone

Edelman Wealth Management Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from Edelman Wealth Management Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. D. E.
    President
    Phone icon
    Mobile Phone
    United StatesMississippi
    Mar 23, 2026
  • Stylized image of a person
    S. B.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 01, 2026
  • Stylized image of a person
    G. M.
    Vice President Strategic Planning & Analysis
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 23, 2026
  • Stylized image of a person
    M. T.
    Director Of Employee Benefits
    Phone icon
    Mobile Phone
    United States
    Mar 23, 2026
  • Stylized image of a person
    S. E.
    Director Of Marketing
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 23, 2026
  • Stylized image of a person
    W. T.
    Client Services Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 15, 2026
  • Stylized image of a person
    D. W.
    Client Account Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 23, 2024
  • Stylized image of a person
    C. H.
    Client Account Specialist
    Phone icon
    Mobile Phone
    United StatesMississippi
    Mar 23, 2026
  • Stylized image of a person
    C. C.
    Advisor
    Phone icon
    Mobile Phone
    Aug 11, 2025
  • Stylized image of a person
    B. M.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Feb 27, 2024

Frequently Asked Questions

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

Minus sign iconPlus sign iconEdelman 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, Pennsylvania 19067 United States; 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?

Minus sign iconPlus sign iconEdelman 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?

Minus sign iconPlus sign iconEdelman Wealth Management Group, Inc. has approximately 9 employees as of May 2026. These team members are located across 1 continents, including North America.

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

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As of May 2026, Edelman Wealth Management Group, Inc.'s key employees include:

  • Chief Operating Officer: S. B.
  • Vice President Strategic Planning & Analysis: G. M.
  • President: S. D. E.
  • Director Of Employee Benefits: M. T.
  • Director Of Marketing: S. E.

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