Physicians Private Client Group, located in Plymouth Meeting, is a wealth management firm specializing in retirement planning and financial services for medical and dental professionals. We offer comprehensive solutions including financial planning, investment management, estate planning, retirement plans, and employee benefits tailored to meet the unique needs of healthcare practitioners. Schedule a consultation with us at (610) 940-1733.
...We pride ourselves on adhering to the highest fiduciary standards, ensuring that our financial advice is always objective and tailored to your best interests. What sets us apart is our commitment to transparency, education, and communication, providing you with a clear understanding of your financial path. Our innovative approach combines decades of experience with cutting-edge technology to deliver customized solutions.
Physicians Private Client Group stands out by offering specialized financial planning services designed exclusively for medical and dental professionals. With nearly 40 years of experience, we understand the unique financial challenges faced by healthcare practitioners and provide customized strategies to optimize retirement plans, maximize investment returns, and ensure tax efficiency. Explore our solutions tailored to your needs.
Our Dedicated Team
At Physicians Private Client Group, our staff is dedicated to providing exceptional service with a personal touch. From our friendly receptionist to our skilled administrative assistants and knowledgeable office manager, every team member is committed to making your experience smooth and stress-free. We take pride in our attention to detail and responsive customer service, which guarantees that every inquiry receives a prompt response from a live person who is willing to assist.
Whether you need assistance with financial planning or have questions about your accounts, our team is here to guide you every step of the way with a positive, “How can we help you?” attitude.
Recognized by the Philadelphia Inquirer, Daily News, and Philly.com for outstanding contributions and influence in wealth management.
Featured in Dental Practice News, Practice Finance is selected as a top financial advisor for dentists, recognized for excellence in financial planning for dental professionals.
Featured in Medical Economics and acknowledged as one of the top 150 financial advisors for physicians across our country, the United States.
Acknowledged in Medical Economics and Dental Practice magazines as a leading financial advisor for both physicians and dentists, noted for expertise across the healthcare sector.