Meet Our Team

Joseph B. Elliott III CFP®, AIF®

Phone

(610) 520-1500 x 101

Certifications

Certified Financial Planner
Accredited Investment Fiduciary

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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, including his recent appointment to the Corporate Council of Children’s Hospital of Philadelphia. 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.

Joe is a graduate of James Madison University, where he received a Bachelor of Business Administration degree in Finance. Joe also maintains the CERTIFIED FINANCIAL PLANNER TM (CFP®) and Accredited investment Fiduciary (AIF®) industry designations.

Joe and his wife and three daughters reside in Ardmore, PA.

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