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?


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 2018 Newsletter

With the return of volatility in the equity markets this week, we provide some historical context and thoughts on the state of the markets and economy. As the national media has been sure to point out, the 1175 points the Dow Jones Industrial Average fell on Monday was the single largest point drop in the history of that index.  But according to research by The Reformed Broker (http://thereformedbroker.com/2018/02/05/dow-drawdowns/), the 4.6% the Dow fell on Monday […]

2018 Investment Outlook

Download Attachments Outlook_2018_PrinterFriendlyFile size: 2 MB Please see attached for the full 2018 Outlook presentation. We are pleased to announce the release of the LPL Research Outlook 2018: Return of the Business Cycle, filled with investment insights and market guidance for the year ahead. We expect traditional business cycle drivers to take a larger role in spurring further economic and market growth in 2018, as we have experienced a fundamental shift in the forces behind this […]

September 2017 Newsletter

Hurricane Economics

Our thoughts are with those clients and their family members who have been impacted by this past month’s hurricanes in Texas and Florida.  This month we examine some of the economic impacts of these storms and their historical context. These past several weeks have brought some of the most intense weather our country has ever seen.  For the first time in recorded history, two category 4 hurricanes made landfall in the continental U.S. less than […]

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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.

Our Corporate Team
Joseph B. Elliott III
Joseph B. Elliott III
Managing Partner
Zachary Mineur
Zachary Mineur
Chief Investment Officer
Karen McCarthy
Karen McCarthy
Operations Manager
From National Outlets