Expert Wealth
Management
Creating adaptable wealth management plans designed for evolving lives and changing markets.
Client-Centered
Advice
Our experienced team offers a sophisticated investment approach for private clients.
Strategies Tailored
to You
We tailor strategies to your needs and adjust as your situation evolves.
What is a fiduciary?
A fiduciary is a person and/or organization that has agreed to act on behalf of customers and clients and faces legal consequences if they fail to do so. Investment advisors at a RIA (SEC Registered Investment Advisor) such as Philadelphia Investment Partners, LLC, have a fiduciary duty to their clients.
Why does it matter?
All financial professionals licensed to sell stocks and bonds are required to gain an understanding of their client’s circumstances. However, for some that merely means that it is suitable, but not necessarily in your best interests.
Our advisors at PIP Wealth help you make investment and financial decisions based on your best interest. There is no incentive to advise you to purchase certain investments over another.
Why do you want a fee-only advisor?
The traditional broker-client model was designed to make money for investment firms and banks. The more they get you to trade or buy extra services, the more they earn through sales commissions. Whether these transactions are right for you often takes a backseat—volume matters more than value.
At Philadelphia Investment Partners, LLC, we work differently. As a fiduciary, our only compensation is a fee based on the assets we manage for you. This means our advice is focused on what’s best for you, with full transparency and access to top-tier financial resources.
