Phila Fund
Public Financial Consulting
philafund
Our Meetings
Our meetings are for anyone who may have questions about tackling our complex financial landscape.
We offer an open forum where people can come and chat about investment questions and ideas.
No prior financial expertise is required!!!
Each meeting will be attended by a licensed financial advisor who will lead in facilitating discussions.
Popular Topics
Student Loan Management
Mutual Funds and ETFS
Tax Efficient Investing
Education Savings Plans
Planning for Retirement
Debt Management
Stocks and Bonds
Income/Asset Protection
OUR VISION
As Financial Advisors, we work with individuals, families, and businesses of all income levels. Through our experience, we’ve noticed large disparities with regard to financial literacy in our community.
In response to this, we want the Phila Fund to allow us to partner with our community in providing new and inexperienced investors with advice. Our goal is not only to make you a more informed investor, but also a smart saver. This is a free initiative and all are welcome to join the group.
For any general inquiries, please fill in the following contact form: