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 is the Founding and Managing Partner of The Philadelphia Group, a boutique advisory and investment management firm with over 30 independent advisors. He has over 20 years of experience providing individuals and institutions with strategies to help them pursue their investment and wealth management objectives. In addition, Joe is responsible for leading the vision and direction of The Philadelphia Group.

Joe currently serves on the board of Private Advisor Group, a registered Investment Advisor located in Morristown, NJ which manages the securities and regulatory requirements of over 500 advisors throughout the USA. He is also very active with Entrepreneur’s Organization (EO), serving as a former board member of the Philadelphia chapter. He has also been a volunteer officer and fund raiser with various non-profit organizations.

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

Joe and his family reside in Ardmore, PA. When Joe is not meeting with clients, he enjoys spending time with wife Kristin, daughters Samantha, Morgan and Kayla at the Eastern Shore. In his spare time you can find Joe at The Philadelphia Cricket Club looking for his golf ball.

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