Contact Joe Elliott
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When you join The Philadelphia Group, you’re joining a dedicated and experienced team of financial advisors. Being associated with LPL Financial enables us to be free from any proprietary relationships, so when you work with us you’ll be able to provide financial advice to your clients without conflict of interest or bias.
When you join The Philadelphia Group, you are truly independent. Your business is your business and you are not obligated to remain with our group for any period of time. We are confident that the value we add will make this the ideal home for your independent practice.
LPL’s robust tech platform affords our advisors and our clients a very user-friendly interface to manage their accounts and grow their business.
Our team of support specialists handles everything from marketing, servicing top clients, and compliance. Not only will you receive support in your transition but also in transitioning your clients over.
We host regular events that you may utilize for client rewards and new business development. You have access to weekly market commentaries that keep your clients informed and current on the market.
Associated with LPL Financial
Our broker dealer allows us to operate as an independent firm while taking advantage of the resources of a large institution. Because we are affiliated with one of the largest and fastest growing hybrid IRA’s, we have access to our own dedicated broker dealer support team at LPL financial.
We have our own in-house Chief Investment Officer, Geremy Connor, whose core focus is to tactically manage portfolios through ever-changing market cycles. In addition, since every member of our team has a specialty, you’ll always find someone who can help with your client if you need it.