Learn how we work with and help...

Physicians – (2:41 min)

Dentists – (2:38 min)

Medical Professionals – (2:38 min)

Learn how we work with your Key Advisors...

Alliance Attorney

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

Alliance CPA

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

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

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

“Best Financial Advisor for Physicians and Dentists”

(as featured in Medical Economics and Dental Practice magazines)

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.

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