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 designed to help you achieve your life goals.

• We are committed to educating you on the specifics of your financial situation, in plain English, so that you are in control.
• You receive personal attention from professionals who come to know you.
• We take a team approach and coordinate with your other advisors.
• We provide ongoing personal attention and communication to build a long-term relationship with you.
• We work hard and do what’s best for you. Always.