We are an independent wealth management consulting firm comprised of 30+ financial advisors with an average of 18 years industry experience. We provide conflict-free 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?


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.

From the Investment Department
February 2017 Newsletter

A Tangled Web of Trade

In This Issue As President Donald Trump settles in to his new role, perhaps one of the most uncertain policy areas of the new administration is that of economic relations with our trading partners.  We find that there are often some misconceptions about who we trade with and what we trade, so this month we will examine some of these statistics. With our consumer focused economy, it is not surprising that the United States is […]

January 2017 Newsletter

LPL Annual Market Outlook

What a difference a year makes.  In December 2015, the market had finally recovered from an August swoon that left the S&P 500 more than 10% off its all-time highs, the first 10% correction in more than four years, with the worst still ahead in January and February 2016.  Concerns over market risk were dominating the conversation: China (the primary driver of the August 2015 swoon), oil, the soaring U.S. dollar, tightening financial conditions, declining […]

December 2016 Newsletter

Glance Around the Globe

In This Month’s Issue With so focus recently directed at the US election and domestic policy, it is easy to lose track of potentially market moving situations playing out in the rest of the world.  With that in mind, we will review some of those events on the horizon for December and into the new year. Italian Referendum The lineup of major world events kicks off on December 4th, when the country of Italy will […]

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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.

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
From National Outlets