Building strong, trusting relationships is the cornerstone of our success. When it comes to managing your wealth, we use processes designed to protect you, your assets, and your goals.
The Result: providing you sound financial advice every step of the way.
We are a Philadelphia-based planning and advisory firm with over 30 advisors and more than a billion in assets under advisement.
The Philadelphia Group is different from your traditional wealth management firms because we operate without any inherent bias that is present in so many financial institutions today. Our independence from proprietary relationships allows our clients to feel truly confident in moving forward with our recommendations and creating a sound financial present and future.
After extensive due diligence, we aligned with LPL Financial, the largest independent broker dealer in the country. Our relationship with LPL allows us to gain access to the advanced resources and technology of a large financial institution without sacrificing our boutique firm experience.
We take a comprehensive team approach to our client relationships and are proud to offer Individual and Business Solutions.