Overview

At Perspective Financial Group, we help our clients, their families and heirs, their businesses and employees plan for, implement, and achieve their financial goals. We combine our technical expertise, relationships, and perspective to guide our clients in a service-oriented manner, and we operate our business within the pillars of business ethics, regulatory compliance, and corporate responsibility. Our philosophy is defined by an approach that integrates investments, insurance, and financial planning, and is tailored to every client situation. Our objective is to deliver superb client experiences. We offer independence from any one financial institution, but have the backing of two national firms: M Financial Group and Alera Group. J.R. Burke, the founding principal, was picked from 2011 through 2018 as one of the Philadelphia Area’s Five Star Wealth Managers. Shane Johnson, the other managing principal, was named a “Top Leader Under 40” by the Society of Financial Professionals from 2012-2017. We are looking for a group of like-minded financial professionals with an existing and transferable clientele who are interested in a merger or need a transition plan.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Listing Age
140 days old

Business Data

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