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About Us

Our Primary Purpose

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.

Financial Independence Through Financial Education - Knowledge is power.

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 over 30 years.

Client Centered

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 us? 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. It’s all about YOU - your life, your story,  and your goals and desires.

Money is personal and no two individuals are exactly alike. You can count on us 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 we can help you. You are not alone; we will be there for you.

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