Yardley, PA -- (ReleaseWire) -- 09/03/2019 -- Edelman Wealth Management Group, Inc. of Yardley, PA recently launched its groundbreaking online platform, Financial Destinations (whatsyourdestination.com)

"Knowing that our clients' goals are unique to them and that the journey is just as important as the end result, we created Financial Destinations to provide customized roadmaps unique to our clients," said Scott Edelman, President and Founder of Edelman Wealth Management Group.

By asking clients where they want to be next year, in 5 years, or 10, or 20, Financial Destinations and the team at Edelman Wealth Management Group can help clients identify goals and create a holistic risk and asset management plan to guide them to those short and long-term goals.

"In building Financial Destinations, we wanted to make sure that our clients had access to advanced technology with an easy to use client experience to help them reach their goals", said David Weisman, Vice President of Marketing and Development at Edelman Wealth Management Group.

"The life insurance industry is on the verge of the next phase of innovation and we are at the forefront," said Scott. "Regardless of age, health status or credit standing, all people should have access to good, affordable insurance through a seamless online process," he explained. "We believe that Financial Destinations does just that."

"We look forward to continue to add features on our platform to further help clients reach their goals", said Scott.

To learn more about Edelman Wealth Management Group and their Financial Destinations system, visit them at www.edelmanwealthmanagement.com and whatsyourdestination.com.

1000 Floral Vale Blvd, Suite 150 Yardley, PA 19067 215-579-5601

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.

For immediate release: Contact: David Weisman
09/01/2019 David Weisman – david@ewmginc.com 215-579-5601

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Yardley, PA -- (ReleaseWire) -- 05/28/2019 -- Scott Edelman Renews Membership with the Financial Services Institute FSI Advocates for Main Street Americans' Access to Objective, Affordable Financial Advice

Local financial advisor Scott Edelman of Edelman Wealth Management Group, Inc. today announced he has renewed membership with the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans' access to objective, affordable financial advice, delivered by a growing network of over 37,000 independent financial advisor members.

"I am proud to renew my membership with FSI, an organization that works hard every day, to protect my clients' access to quality financial advice," said Scott. "FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients the advice they need."

"We are very pleased to have Scott renew his membership," said FSI President & CEO Dale E. Brown. "Our advocacy is only as effective as our engaged members. And conscientious advisors like Scott help bring real-life experience to our efforts. We plan to continue to work closely with Scott as we advocate for independent financial advisors and the hard-working clients they serve."

Scott's practice helps individuals and business reach their financial destinations by helping to identify their goals and creating a roadmap to reach them. From investment and insurance solutions to employee benefits strategies, Scott and the team at Edelman Wealth Management Group has you covered. He has been an advisor for 23 years and is affiliated with Royal Alliance Associates. Scott is also active in Million Dollar Round Table (MDRT) as a life member and where he holds Top of the Table status. In addition, he is on the Advisory Board and the Office Efficiency Task Force for MDRT. Scott is also a member of the National Association of Insurance and Financial Advisors (NAIFA), where he has won industry awards for 21 consecutive years.

Scott is active in his local community and is a member of the Bucks County Estate Planning Council, the Newtown Business Association and with charities, where he sits on several boards.

Scott is a member of the Signator Hall of Fame and led his Firm as a finalist for Practice of the Year for four consecutive years and was named the 2018 Practice of the Year winner.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a regular speaker at conferences and is a thought leader in the industry.

More information on Scott and Edelman Wealth Management Group, Inc. can be found at www.edelmanwealthmanagement.com 1000 Floral Vale Blvd, Suite 150 Yardley, PA 19067 215-579-5601

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.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client's evaluation.

About the Financial Services Institute (FSI)
The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org.

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