Physicians Private Client Group (PPCG) is an award-winning Wealth Management Firm located in Southeastern PA that is dedicated to serving the Retirement, Investment, Insurance, and Financial Planning needs of Physicians, Dentists, Medical Practices, Professionals and Accredited Investors throughout the Mid-Atlantic Region.  We specialize in designing and implementing highly customized, tax-efficient and cost-effective Retirement Plans as well as long-term, family-oriented Wealth Accumulation, Distribution, Protection, Preservation, and Transition Strategies.

Mission Statement – “By adhering to the Highest Fiduciary Standards, we strive to always put our clients' best interest first to build long-term trust and loyalty.  We embrace technology, education, and communication to help our clients increase their probability of success in achieving their long-term goals and objectives.  Our dedication and commitment establishes the framework for PPCG to grow, thrive, and become the premier Wealth Management firm for healthcare professionals in the Mid-Atlantic region.”

Physicians Private Client Group (PPCG) was formed as a result of our founder's extensive dedication, commitment, and experience working with physicians, dentists and medical professionals from residency through retirement and beyond throughout his career since 1984 and as a Senior Financial Advisor and VP for AMA Investment Advisors, a division of the American Medical Association. 

Through our affiliation with Advisor Group and FSC Securities Corporation (since 1994), we have been able to develop a team of nationally recognized industry experts across multiple disciplines where our advisors and clients have access to many of the countries leading Attorneys, Bankers, CPAs, Economists, Money Managers, Pension Administrators, Financial Institutions and Insurance Providers.  This compilation of experts enables us to provide our client's with a unique array of boutique products, services and programs specially tailored to each client's specific goals and objectives.  

(Click Here) to Learn How Your eWealth Tool can help you organize, simplify, coordinate and streamline your complex financial affairs through your personally secure dedicated website.  We collaborate with you, your designated trusted family members, and key professionals to ensure that every aspect of your plan coincides with your long-term goals and objectives.  We work to ensure that your plans are fully implemented and kept current with the most current rules and regulations so you can enjoy your hard-earned time off.

By listening and understanding your unique needs, we are able to develop successful strategies aimed at solving your financial concerns.  We work with you to quantify, qualify, and prioritize the important aspects of your financial affairs. We follow a consistent approach and continually monitor and evaluate our solutions and strategies. We want to make sure your assets are working as hard as you do.

(Click Here)  to Contact us today!  See how you too can benefit from our services!

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“Best Financial Advisor for Physicians and Dentists”

(as featured in Medical Economics and Dental Practice magazines)

“2018 Award Recipient – Influencer of Finance in Wealth Management”

- Philadelphia Inquirer, Daily News, and Philly.com 

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Top Financial Advisor for Doctors and Dentists

Best Financial Advisor for Physicians


 

Who We Are – (click on above image to view video - 1:11 min)                                  What We Do – (click on above image to view video - 1:15 min)

"About Your eWealth" - robust technology tool that provides you the ability to gain complete control of your complex financial relationships and simplify your financial affairs.  With the highest security precautions you, your designated authorized key family members, and trusted advisors have the ability to work together and collaborate in real time to design, implement and update your financial, retirement and wealth management plans.  Many of our clients have said that this service provides the confidence of knowing their account registrations and beneficiary designations are up to date and coordinate with their wills, trusts, bank accounts, credit cards, loans, mortgages, investments, real estate, business ventures, retirement accounts, life insurance, and annuities.  Copies of important documents are stored in your highly secure vault for safekeeping and accessible in times of need.  Having access to this information at a moments notice provides you and your loved ones the peace of mind knowing your important affairs are organized and up to date.  Information is updated throughout the day and your progress is tracked over time so you can measure your progress towards your goals.  By having access to all this information 24/7 at a moments notice, it thereby frees up valuable time for you to spend quality time with your loved ones and enjoy life's simple pleasures.             

Physician Video      Dentist Video     Medical Professional Video

For Physicians – (2:41 min)   For Dentists – ( 2:38 min)  

Medical Professionals – (2:38 min)

(Click Here) to Access your eWealth Tool - Your personally secure website provides you complete access to all of your financial information.  Information is updated every 20 minutes and forms that basis for your Highly Customized, Tax-efficient Wealth Management planning capabilities.  Email us to request login credentials or demo this invaluable service.

(Click Here) to Access your Oneview Reporting Tool  This comprehensive reporting tool enables you to generate a multitude of reports to better track your investment progress.  Please email us to request a temporary password.  Once you login and change your temporary password, you will receive a confirmation that your account access has been activated. You can request to receive periodic customized reports detailing the progress of all your investments.  (Click Here) to View over 50 Customizable Sample Reports.

(Click Here) to Refer Family, Friends, Business Associates, Relatives and Neighbors who may wish to learn how they too can benefit from our unique services!  Rest assured to know that we will provide the same high level of dedication, care, confidentiality, commitment, and service that we provide to you.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.