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. This relationship with LPL Financial allows The Philadelphia Group to continue to operate as an independent firm, yet utilize the resources of a very large institution.