wiseradvisor

Robert Holland
The Philadelphia Group

Tel: (610) 520-1500
150 South Warner Road
Suite 300
King Of Prussia, PA 19406
The Philadelphia Group | Financial Advisor in King Of Prussia ,PA

About The Philadelphia Group

Building strong, trusting relationships is the cornerstone of our success. When it comes to managing your wealth, we use processes that strive to protect you, your assets, and your goals.

The Result: providing you sound financial advice every step of the way.

We are a Philadelphia-based planning and financial services firm with over 30 advisors.

The Philadelphia Group is different from your traditional wealth management firms because we operate without any inherent bias that is present in so many financial institutions today. Our independence from proprietary relationships allows our clients to feel truly confident in moving forward with our recommendations and creating a sound financial present and future.

After extensive due diligence, we aligned with LPL Financial, the largest independent broker dealer in the country (as reported by Financial Planning magazine, June 1996-2015, based on total revenue). Our alliance with LPL allows us to gain access to the advanced resources and technology of a large financial institution without sacrificing our boutique firm experience.

We take a comprehensive team approach to our client relationships and are proud to offer Individual and Business Solutions.


General Information

Firm Start Year:   1987
No.of Employees:   20-49
Insurance License#:   #43603
Name of Broker/Dealer:   LPL Financial
States Licensed in:   PA NJ DE NY MD VA NC FL CA GA MA
Number of Years with Current Firm:   5
Work Experience:   Robert B. Holland, CFP®, ChFC®, CLU brings extensive knowledge and experience in the area of comprehensive financial planning, investment management, retirement and estate planning in working with his clients to assist them develop unique strategies to help them put their financial affairs in order.

Bob has been recognized as a Five Star Wealth Manager in the Philadelphia area for the years 2011, 2012,2013, 2014 and 2015. (2012-2015 5 star award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience). A graduate of Grove City College in Grove City, PA he also earned the Certified Financial Planner™ Certification (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).
I work with the following types of clients:   Individual Investors, Businesses, Small Business Owners
Foreign Languages Serviced:   NA


Services

Investment Types:   Retirement Accounts, Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At my office, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   300
Assets Managed by Firm:   $500 Million
Advisor's Number of Clients:   300
Advisor's Number of Managed Clients:   125
Advisor's Number of Planning Clients:   NA
Assets Managed by Advisor:   $50 Million


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets


Education

BS  Grove City College
September 2015-September 2015



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, with each individual client.
  • What are your qualifications? What is your education background? College of Financial Planning -
  • What is your approach to financial planning? You may not have the expertise or time to plan and manage certain financial aspects of your life. You may need help getting started and you may benefit from an objective, third-party perspective on what are often emotional, difficult decisions. In today's hectic world, it can be beneficial to have a CFP expert to make sure you stay focused and follow through with your financial plans.
  • What services do you offer? Investment/Portfolio Management and Retirement Planning Services
  • How many clients do you currently manage? 300
see more

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group is a separate entities from LPL Financial. •“The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: PA, NJ, NY, VA, MD, MA, IL, GA, FL, DE, CO.

Robert Holland

Robert Holland

CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®, CLU®

Robert B. Holland, CFP®, ChFC®, CLU brings extensive knowledge and experience in the area of comprehensive financial planning, investment management, retirement and estate planning in working with his clients to assist them develop unique strategies to help them put their financial affairs in order.

Bob has been recognized as a Five Star Wealth Manager in the Philadelphia area for the years 2011, 2012, 2013, 2014 and 2015 (2012-2015 5 star award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience). A graduate of Grove City College in Grove City, PA he also earned the Certified Financial Planner™ Certification (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).

Throughout his career, Bob has been active in numerous industry and charitable organization which include:
. Financial Planning Association (FPA)
. The Delaware Valley Estate Planning Council
. The Million Dollar Round Table (MDRT)
. The American Cancer Society
. Big Brothers Organization
. Philadelphia Sailing Club
. Applebrook Golf Club

In his free time Bob enjoys keeping active by traveling, sailing, golf, scuba diving and skiing. Bob and his wife Cathy live in St. Davids, Pennsylvania

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM

Communities Served

Greater Delaware Valley

Awards & Recognitions

Five Star Wealth Manager Award
(09/01/2015)

★ Five Star Wealth Manager Award (2012-2015 (5 star award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience).

Social Networks

tweeter facebook linkedin