Generations of Families Employers Medical Professionals
Generations of Families
Medical Professionals

Financial Independence Through Financial Education

About Us

As an independent privately owned firm, our focus is on developing trusted relationships with each of our clients so that you can count on us to be there when you need us. Your finances are personal and at The Financial Group of Philadelphia, we take that very seriously. We take the time to understand how you feel about your money and partner with you to build a strategy to help you achieve your life goals.

Read More >> 

How We Work For You

Everything we do is about YOU.

Our first meeting starts with us learning about your background, life experiences, where and how you grew up and your family history.

Why do we care so much about this?
It is simple…your life experiences up until now form your values and philosophies about money, family, lifestyle and what is really important to YOU.

Then and only then can we match your dollars with programs that match what is important and vital to YOU. In medicine, early detection is the key. We feel the same applies to financial issues—early detection usually allows a wider range of possible solutions. Today’s idea of retirement is changing; people are living longer and are more active. The financial demands of life’s challenges can be overwhelming. The Financial Group of Philadelphia helps you navigate financial issues so that you can do the things you love. We explain choices in plain English, and implement strategies that can help you simplify your financial life.

Areas Of Specialty

  • Tax Preferred Investment Plans
  • Retirement Income Programs
  • Life, Disability and Long Term Care Protection Programs
  • Family Estate and Wealth Preservation
  • Company Retirement and Benefit Plan Consultation and Implementation
  • Evaluation of Existing Financial Products and Services
  • Gifting Plans for Children and Grandchildren

The Financial Group of Philadelphia works hard to simplify your life so that you can retire comfortably. We've been helping people achieve these financial goals throughout Suburban Philadelphia, Bucks, and Montgomery Counties, and surrounding suburbs for 25 years.

At our first meeting, we get to know you before we discuss any of your financial information; where you grew up, your values, what kind of things are important to you, your lifestyle, family life, and your hopes and dreams. We want to get the complete picture so that we can better serve you. It’s also a time for you to get to know us. What are our philosophies? What can you expect when working with The Financial Group of Philadelphia? How do we serve our clients? Only by understanding your life experiences and your values can we develop a strategy that brings your life and money into balance.

We are a part of the community and have built our reputation on trust, integrity, and a commitment to providing the intensely personal service that you deserve.

What makes us special is this: our “minimum” is not a “financial number”, such as net worth, investable assets or household income; our minimum is a word: Nice … nice people. At The Financial Group of Philadelphia it’s all about YOU - your life, your story, your needs and concerns, your goals and desires.

Money is personal and no two individuals are exactly alike. You can count on the Financial Group of Philadelphia to deliver a strategy that puts you first; one that fits your distinct financial situation and future dreams.

Call us today and let’s talk about how The Financial Group of Philadelphia can help you. You are not alone; we will be there for you.

Watch The Video
  • Assessing US Stock Performance Amid More Positive Economic News

Market Snapshot



Financial Group of Philadelphia
610 Lakeside Park
Southampton, PA 18966
Phone: (215) 396-3312
Fax 215-396-3306

© 2018 Financial Group of Philadelphia.

Securities offered through Lion Street Financial, LLC, member FINRA, SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. Lion Street Financial, LLC and Financial Group of Philadelphia, Inc. are not affiliated entities.

© 2018 Financial Group of Philadelphia   |  Joomla Templates by