The Philadelphia Group

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Introduction: My practice focuses on delivering a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, rolling over a 401k, generating wealth, saving for education expenses, or some other goal, I will help you make informed decisions about your investment strategy. What I enjoy the most about my career is helping my clients achieve financial success by understanding their unique situation, concerns, and objectives. I set my clients on a path to financial freedom which creates the personal, long-term relationships that are the foundation for turning life’s aspirations into financial realities.

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Reviews

Customers rated this pro highly for professionalism, and value.

5.0

2 reviews

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Clay F.

May 9, 2017

Knowledge, friendly, and prompt. I would recommend Andrew to anyone, especially if you are experiencing any sort of life changing event such as the birth of a child, retirement, moving, or a death in the family.

JD G.

Jun 9, 2017

Planning out your financial future can be scary and stressful endeavor. However, Andrew Campbell removes the stress and fear from the equation. From the moment you sit down with Andrew his demeanor and wealth of knowledge puts you at ease. He knows his stuff and his expertise in this field allows you to immediately feel calm and safe. Great guy and a great advisor!

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Andrew Campbell

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
No, many of my offers have no fees It all depends on the clients needs
What is your typical process for working with a new customer?
I develop a clear understanding of my clients current financial situation, future goals/ concerns, time horizons, risk tolerance, ect… Then through extensive research, asset allocation, and diversification I custom design and monitor an approach to keep my client(s) on track throughout ever-changing market conditions.
What education and/or training do you have that relates to your work?
I have 10 years of experience in the financial service industry. Prior to joining The Philadelphia Group/ LPL, I spent the majority of his career working as a Financial Consultant in the bank channel most recently with Wells Fargo Advisors. My securities registrations include Series 7, 63 and 65 held with LPL Financial, as well as PA Ins Licenses. I have a Bachelors of Science in Business Administration and I am currently working on my MBA