Our investment independence makes all the difference for you.



The Employee Benefits Security Administration (EBSA) enforces ERISA and provides compliance assistance to plan participants and beneficiaries. Click here to send an email to WAG requesting the latest laws and regulations regarding employee benefit plans.

Wealth Advisory Group provides comprehensive financial planning and corporate retirement plan solutions to a variety of individuals and small to mid-sized, closely held corporate clients and public companies throughout the entire Mid Atlantic region. We have been overseeing corporate retirement plans and delivering one-stop wealth management solutions since 1993.  Because we are an independent Registered Investment Advisor (RIA), and not associated with any one investment manager, fund family, or insurance company, we are able to offer you significant benefits:

Investment Independence. Our independence serves as the foundation for everything we do and how we achieve it. We believe it sets us apart from other firms in three critical ways that add value to your experience:

    • Unbiased Evaluations & Recommendations. Not being tied to any particular mutual funds or insurance products enables us to impartially evaluate thousands of mutual funds and other products and select those that meet your specific criteria, while outperforming their peer group and minimizing your investment risk.
    • Fee Transparency. We offer simple, straightforward pricing. As an independent RIA, our only allegiance is to our clients. We are not influenced by factors such as commissions or other incentives, which we believe represent a conflict of interests with our clients. This is why we offer fee-based rather than only commission-based services.
    • Reasonable Cost. Many commissions are “hidden” from the client. When you know exactlywhat you are paying for a product or service you can be sure that it is reasonable and fair. 

Proven Leadership Team.  Our leadership team has a breadth of experience across multiple disciplines to offer you a truly integrated solution to your wealth management needs. Our backgrounds include experience in investments, insurance, estate planning, education strategies/college funding, and corporate benefits.  Whether working with an executive team at a small public company or a successful business owner trying to attract and retain employees, we have worked with such a variety of companies, people, and economic situations, and we bring those experiences to every client we serve. Click here to learn more about our team.


Wealth Advisory Group, 1055 Westlakes Drive, Suite 130, Berwyn, PA 19312

610.225.1000 Office | 800.332.5465 Toll-Free | 610.225.3036 Fax

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