The Philadelphia Group’s Managing Partner Joseph Elliott Appointed to Children’s Hospital of Philadelphia Corporate Council
Wealth management consulting firm founder tapped to share expertise with world-renowned children’s healthcare organization
King of Prussia, Pa. – June 22, 2017 – The Philadelphia Group, an independent wealth management consulting firm based in King of Prussia, Pa., is pleased to announce that its Founder and Managing Partner Joseph Elliott, III, CFP, AIF, has been appointed to the Corporate Council of Children’s Hospital of Philadelphia (CHOP). The Corporate Council is comprised of top business and civic leaders who advise, support and promote CHOP through their commitment to advancing the organization’s research, teaching, clinical priorities, and innovative research initiatives.
“Two of my three daughters have received treatment at CHOP and through those experiences, I witnessed first-hand just how incredible the care and services are and what an amazing resource we have here in our backyard,” said Elliott. “I am honored to be selected to be a part of such a highly-regarded group of business and community leaders, and look forward using my expertise to give back to CHOP.
Joe Elliott founded The Philadelphia Group in 2004 in order to build a truly independent wealth management consulting firm that could provide both advisors and clients the benefits of alignment with LPL, the largest independent broker dealer in the country, as well as the customized attention of a boutique firm, which has since grown to more than 40 advisors. He now leverages his 20+ years of industry experience to help The Philadelphia Group’s individual and institutional clients pursue their investment and wealth management objectives.
Joe is very active in the local community and in industry organizations. He serves on the board of Private Advisor Group, a registered Investment Advisor that manages the securities and regulatory requirements of over 500 advisors throughout the U.S., and is also very involved with Entrepreneurs’ Organization, where he is currently a board member of the Philadelphia chapter.
About The Philadelphia Group
Founded in 2004, The Philadelphia Group is an independent wealth management consulting firm with over 40 licensed and accredited advisors serving both individual and business clients in the key areas of Private Wealth Management, Retirement Plan Consulting, and Insurance Protection. The Philadelphia Group prides itself on the objective counsel it provides, free of any obligations to sell a partner institution’s proprietary products. Further, the firm’s alliance with LPL Financial, the largest independent broker dealer in the country, gives its advisors access to the advanced resources and technology of a large financial institution, while still providing clients the customized, one-on-one offerings of a boutique firm.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Philadelphia Group are separate entities from LPL Financial.