PHILADELPHIA INVESTMENT PARTNERS, LLC is a highly reputable financial advisory firm with 15 years of experience. With a team of 10 expert advisors, the firm manages over $2 billion in assets and offers a wide range of services, including investment management, retirement and estate planning, and tax and insurance planning. The firm caters to individual clients, families, and small businesses, and has a transparent fee structure which may include asset-based fees, hourly fees, flat fees, or commissions. As a registered investment advisor, the firm discloses any potential conflicts of interest and disciplinary actions taken against them. Overall, PHILADELPHIA INVESTMENT PARTNERS, LLC is committed to providing personalized and effective financial guidance to help clients achieve their goals.
Founded in 2005 by a team of experienced advisors, PHILADELPHIA INVESTMENT PARTNERS, LLC is dedicated to staying updated on market trends and providing insights to help clients make informed investment decisions. The firm offers customized financial strategies to meet individual needs, and its services range from investment management to retirement planning. Clients can trust the firm's expertise and strong track record of success in managing their assets and achieving financial success. As a registered advisor, the firm upholds strict regulations and discloses any important information to maintain transparency and trust with their clients. Whether for individuals or small businesses, PHILADELPHIA INVESTMENT PARTNERS, LLC is a valuable partner for all financial needs.
Independence Wealth is a leading financial advisor that offers comprehensive and personalized services to help clients achieve their financial goals. The firm takes a client-centric approach and is committed to independence and objectivity, providing unbiased recommendations and strategies. With over 15 years in business and $500 million in assets under management, Independence Wealth has a team of 10 highly experienced advisors who stay on top of market trends and economic data to provide valuable insights to clients. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, and insurance solutions. Clients from all walks of life, including individuals, families, small business owners, and corporations, can benefit from the expertise of Independence Wealth. The firm is transparent about its fees and compensation, which may include a percentage of assets under management and commissions for certain products. As a registered SEC member and a FINRA member, Independence Wealth adheres to the highest ethical standards and discloses any potential conflicts of interest. Get a detailed breakdown of fees and additional disclosures from the firm's Form ADV on the SEC's website.