Physicians Private Client Group - Plymouth Meeting, PA

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Physicians Private Client Group (PPCG) Headquartered in Plymouth Meeting, PA, PPCG is an Award-winning Wealth Advisory Firm providing Innovative Retirement Plans, Employee Benefits, and Individual family-oriented Wealth Management Strategies for Physicians, Dentists, and Medical Practices. For over 38 years, we have been serving Medical/Dental Practices, Employers, and Professionals throughout the country. Our focus is helping employers Attract, Retain, and Reward Key Employees and Individuals and participants implement successful retirement strategies primarily throughout the Mid-Atlantic states.

Mission Statement – “By adhering to the Highest Fiduciary Standards, we strive to place your best interests first and build long-term Trust and Loyalty." We embrace technology, education, transparency, and communication to help you increase your probability of success in achieving your long-term goals and objectives. Our dedication and commitment to focus on each client's needs establishes the framework for PPCG to grow, thrive, and become the premier Wealth Management firm for healthcare professionals in the Mid-Atlantic region.

“Award Recipient – Influencer of Finance in Wealth Management”

- Philadelphia Inquirer, Daily News, and Philly.com

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Selected as a Top Financial Advisor for Doctors and Dentists by...

Best Financial Advisor for Physicians

“Best Financial Advisor for Physicians and Dentists”

(as featured in Medical Economics and Dental Practice magazines)

 

Learn how we work with and help...

Physician Video Dentist Video Medical Professional Video

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

Medical Professionals – (2:38 min)

 

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

Learn how you too can benefit from our products, services, and planning...

 

 

 

“Best Financial Advisor for Physicians and Dentists”

(as featured in Medical Economics and Dental Practice magazines)

“Award Recipient – Influencer of Finance in Wealth Management”

- Philadelphia Inquirer, Daily News, and Philly.com

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(Access your eWealth Here) - Your personally secure robust Financial Planning website provides you complete access to all of your financial information 24/7.  Information is updated every 20 minutes and forms the basis for our Highly Customized, Tax-efficient Wealth Management planning capabilities.  Contact us to request a demo, sample videos, or your personal login credentials.

(Access your Oneview Reporting Tool Here) This comprehensive account aggregation and performance reporting tool enables us to provide you with over 50 customizable reports.  These reports can help you gain clarity and transparency of each of your holdings, within each account as well as your overall portfolio progress tracked against industry benchmarks.  Contact us to request access and receive your temporary password.

(Click Here) to View over 50 Customizable Sample Reports. 

(Let Your Friends, Family, Business Associates, Relatives and Neighbors) learn how they too can benefit from our unique informative, helpful, tools, resources, and educational materials and 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 is being provided strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.