Local Financial Advisory Firm Named Finalist in National Competition

Edelman Wealth Management Group of Yardley Named as Finalist

in Signator Investors’ “Practice of the Year” Competition

Firm Recognized for Excellence in Key Areas of Practice Management and Client Service

As Reviewed by Independent International Management Consulting Firm

BOSTON, MA, (December 9, 2014) — Edelman Wealth Management Group, Inc. of Yardley, led by President Scott D. Edelman, was named as a finalist in Signator’s “Practice of the Year” competition, sponsored by National Financial, for the firm’s excellence in key areas of practice management and client service.

As part of the finalist selection process, Edelman Wealth Management Group underwent a rigorous assessment conducted by the international management consulting firm Business Health, which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

“The passion that Scott shows for this business is truly inspiring,” said Joseph J. Oakes, IV, Managing Partner of Acorn Financial Services. “He demonstrates a dedication to excellence in wealth management that we are excited to see honored.”

“We congratulate Scott for his outstanding work serving his clients and managing the firm,” said Brian Heapps, CLU, ChFC, president of John Hancock Financial Network (JHFN). “We are honored to have him be part of Signator, and we look forward to seeing what else he achieves.”

In order to be considered, Signator’s financial advisors must register and complete Business Health’s HealthCheck, a web-based business assessment tool that benchmarks a practice in several key areas. Among all HealthChecks received, five finalists were selected to receive a site visit from Business Health. The winner will be announced in January 2015.

About Business Health

Business Health is an international consulting firm specializing in the financial services industry. Business Health has developed and marketed a suite of unique and exclusive business diagnostic tools which are supported by a range of specialized consultancy services.

About National Financial

National Financial, a Fidelity Investments company, offers broker-dealer firms a comprehensive clearing platform that includes a dedicated service model, a powerful global trading platform, and a source of leading investment solutions, all designed to help them grow confidently. A leading clearing provider in the U.S. for over 30 years, National Financial leverages the strength, resources, and experience of the Fidelity organization, one of the world’s largest providers of financial services. As of June 30, 2012, National Financial serves nearly 270 broker-dealers representing nearly $410 billion in assets under administration. For more information about National Financial, please visit www.nationalfinancial.com.

About Signator Investors, Inc.

Founded in 1968, Signator Investors, Inc., powered by John Hancock Financial Network, is an independent broker/dealer-Registered Investment Adviser based in Boston, Mass., that supports a national network of independent firms with more than 1,850 advisors and representatives across the U.S.

Signator partners with financial professionals who have proven experience and share its commitment to putting clients first. The firm’s open product platform includes a comprehensive range of investment, advisory and protection products from leading carriers. And its first-class support, wealth of local and national resources and flexible business models help entrepreneurially minded financial professionals ensure that their clients are well taken care of.

Securities and investment advisory services offered through Signator Investors, Inc., member FINRA/SIPC, a registered investment adviser. 197 Clarendon St., Boston, MA 02116.

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