Welcome to Physicians Private Client Group - Plymouth Meeting, PA

Start 2024 with your custom Financial Plan and get on track to                                 meet your financial goals!

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

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






Through our affiliation with Osaic Wealthwe 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 country's leading Attorneys, Bankers, CPAs, Economists, Money Managers, Pension Administrators, Financial Institutions and Insurance Providers.  This compilation of experts enables us to provide our clients with a unique array of boutique products, services, and programs specially tailored for physicians, dentists, and medical professionals.  

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.  We are dedicated and committed to helping our clients achieve their long-term goals and objectives. 

What It Means to Be a Fiduciary

As fiduciaries, we ensure that the financial advice we provide you is objective and unbiased.
Learn how we act in your best interest in this video.

Physician Video

Contact us today to see if we are the best fit for you!

Learn how we work with and help...

Physician Video

Physicians – (2:41 min)

Dentist Video

Dentists – (2:38 min)

Medical Professional Video

Medical Professionals – (2:38 min)

Learn how we work with your Key Advisors...

Alliance Attorney Video

Alliance Attorney

Learn how we can collaborate to ensure all of your clients' plans are in alignment – (1:55 hr)Alliance CPA Video

Alliance CPA

Teamwork makes the dream work! Align your "centers of influence" to maximize efficiency.– (1:55 hr)


“Award Recipient – Influencer of Finance in Wealth Management”

- Philadelphia Inquirer, Daily News, and Philly.com



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)

By listening and understanding your unique needs, we can 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...

Book an Appointment


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