Blaise J. Milanek offers holistic Comprehensive Wealth Management at The Philadelphia Group. The Philadelphia Group, located in King of Prussia, PA, is a planning and advisory firm that offers both individual and business solutions. The Philadelphia Group is powered by LPL Financial, the largest independent broker-dealer in the country*. This partnership enables Blaise and his team to have access to substantial resources of a large financial institution with the creativity and concentrated client focus of a boutique firm.
Client trust has been the foundation of Blaise’s success since 1994. “My clients know that I am in tune with their goals and dreams, their unique customized plan and all that it encompasses. This is a very fluid process. Changes in life are constant. My clients know that I will always be there for them.”
Blaise earned a B.S. in Marketing and Finance from the Smeal College of Business at Pennsylvania State University. He has FINRA Series 7, 24, 63 and 65 registrations through LPL Financial. Blaise also holds Pennsylvania resident life and health insurance licenses. When not working for his clients, actively participating in the community, or playing golf, Blaise can be found with his wife of 25 years, Amy, and their three active children residing in Malvern, PA.
* As reported by Financial Planning Magazine, June 1996-2016, based on total revenue.