Physicians Private Client Group (PPCG) is an award-winning Wealth Management Firm located in Southeastern PA that is dedicated to serving the Retirement, Investment, Insurance, and Financial Planning needs of Physicians, Dentists, Medical Practices, Professionals and Accredited Investors throughout the Mid-Atlantic Region.  We specialize in designing and implementing highly customized, tax-efficient and cost-effective Retirement Plans as well as long-term, family-oriented financial plans focused on Wealth Accumulation, Distribution, Protection, Preservation, and Transition Strategies.

Mission Statement – “By adhering to the Highest Fiduciary Standards, we strive to always put our clients' best interest first to build long-term trust and loyalty.  We embrace technology, education, and communication to help our clients increase their probability of success in achieving their long-term goals and objectives.  Our dedication and commitment establishes the framework for PPCG to grow, thrive, and become the premier Wealth Management firm for healthcare professionals in the Mid-Atlantic region.”

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

“Best Financial Advisor for Physicians and Dentists”

(as featured in Medical Economics and Dental Practice magazines)

“2018 Award Recipient – Influencer of Finance in Wealth Management”

- Philadelphia Inquirer, Daily News, and 



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

Best Financial Advisor for Physicians

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)

(Access your eWealth Here) - Your personally secure website provides you complete access to all of your financial information.  Information is updated every 20 minutes and forms that basis for your Highly Customized, Tax-efficient Wealth Management planning capabilities.  Email us to request login credentials or demo this invaluable service.

(Access your Oneview Reporting Tool Here) This comprehensive reporting tool enables you to generate a multitude of reports to better track your investment progress.  Please email us to request a temporary password.  Once you login and change your temporary password, you will receive a confirmation that your account access has been activated. You can request to receive periodic customized reports detailing the progress of all your investments.  (Click Here) to View over 50 Customizable Sample Reports.

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