We are an independent wealth management consulting firm comprised of 30+ financial advisors with an average of 18 years industry experience. We provide comprehensive financial advice for individuals and business owners.

The Philadelphia Group
Areas of Focus
Wealth Management
No matter the level of sophistication desired, The Philadelphia Group has the advisors and technology platforms to serve the investment needs of any size portfolio.  Whether you are just starting out saving for retirement or are seeking to preserve and grow wealth already accumulated, The Philadelphia Group can create a plan to help.

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Retirement Plan Consulting
Whether it is a 401(k), 403(b), or Defined Benefit Plan, The Philadelphia Group acts as a consultant versus that of a traditional broker, and to sign on as co-fiduciaries to your company’s retirement plan.  Additionally, we offer Business Succession Planning,  Executive Benefits and Group Employee Benefit Plans.

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Insurance Protection
Our team is well versed in serving the needs of families and individuals who wish to protect themselves and their families from unforeseen events.  Insurance is an important part of any holistic financial picture, and our advisors are ready to walk their clients through the complex insurance landscape.

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Private Wealth Management
Our Simple Process
Risk Discovery

Take a brief adaptive risk preference survey to determine what level of volatility you are comfortable with in your portfolio.  We will then analyze your current investments to see if you are allocated in the way you should be based on the results of that survey.

Optimize Portfolio

We will design a portfolio for you that matches up to the characteristics agreed upon during the risk discovery process.  Our assessment software uses historical volatility and correlation figures to determine a statistically likely range of potential returns.

Implement & Monitor

We will build and manage your portfolio based on a foundation of mathematical risk assessment.  With this program, you will know why your portfolio is allocated the way that it is; can you say that about your current advisor?

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Do You Know Your Risk Number?

Take This Quick Risk Preference Survey Now

Take our brief, no-obligation risk preference survey now and discover if your portfolio is invested like you think it is.  Learn more about the Riskalyze program.

Newsletters
From the Investment Department
April 2017 Newsletter

The Other Employment Problem

Most of us are familiar with the problem of recessionary unemployment.  The concept that too many people are looking for too few jobs is the typical characterization of an employment problem.  Far less familiar however, is when there are too many jobs and not enough people.  This month we look at this growing supply side employment problem in our economy. A recent Wall Street Journal started with the tagline “President Trump approved the Keystone XL […]

The Philadelphia Group Welcomes Eleven New Partners

FOR IMMEDIATE RELEASE : Contact: Karen Murray (215)-850-4645 Financial advisors drawn to the higher payouts, independence, and company culture of growing King of Prussia firm King of Prussia, Pa. – March 16, 2017 – The Philadelphia Group,an independent wealth management consulting firm based in King of Prussia, Pa., announces the addition of eleven new partners. The firm provides individual and business clients with Private Wealth Management, Retirement Plan Consulting, and Insurance Protection services. Through its […]

March 2017 Newsletter

Live Long & Prosper?

It is no breaking news that the world’s population is living longer.  But in this month’s issue we will examine some of these population trends and their potential effects on the world’s economies. A recent survey conducted by CNBC found that the respondents’ biggest financial fears about retirement were health-care costs (33 percent) and outliving their savings (32 percent).  With remarkable advances in medical technology and plunging mortality rates from cancer and other top causes […]

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Monthly Newsletter
This monthly newsletter will keep you current on The Philadelphia Group news and contain our latest insights on economic and market events.

Advisors : See What You Could Earn With Us

The Philadelphia Group Potential Payout Calculator

We understand that you work hard providing your clients with a high level of service while building your business at the same time.  The Philadelphia Group strives every day to support those efforts.

Meet
Our Corporate Team
Joseph B. Elliott III
Joseph B. Elliott III
Managing Partner
Rani Norley
Rani Norley
Director of Operations
Zachary Mineur
Zachary Mineur
Wealth Strategist
Karen McCarthy
Karen McCarthy
Operations Manager
News
From National Outlets