History
The Philadelphia Group is an independent wealth management consulting firm with a key founding principle: to be completely independent from any proprietary relationships that would cause any bias or conflict of interest in their recommendations to clients. This true independence allows each client to feel confident that recommendations are made without any of the inherent bias present in so many financial institutions. The firm serves its clients in four primary areas: *Private Wealth Management and Investment Advisory *401(k) and Retirement Plan Consulting *Insurance Brokerage and Estate Planning Strategies *Comprehensive Financial Planning Recognizing the importance of independence and the value that significant back office support can provide to financial services firms, the financial professionals of The Philadelphia Group have affiliated with LPL Financial as their Broker/Dealer.
Specialties
Today, understanding and responding to market conditions is more challenging than at any point in recent years. At the same time, the variety of available financial products has never been greater. Amidst so much uncertainty, it is critical to work with a financial advisor who looks out for your best interests and makes recommendations that support your financial goals and personal values. You need truly independent advice, delivered without conflict or personal agenda, to help you make some of the most impactful decisions of your life.