Philadelphia, Pennsylvania, USA Overlooking Benjamin Franklin Parkway

Financial Advisors & Wealth Management

Philadelphia

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Philadelphia, Pennsylvania Location

With decades of experience providing top-notch financial advisory and wealth management services across the city of Philadelphia, Churchill Management Group takes pride in assisting clients in achieving their unique financial goals. 

Connect with financial advisors in our Philadelphia location, headed by Jeff Glozer, for comprehensive wealth management, financial advice, and retirement planning solutions. Get started on your financial planning today.

Toll Free: (703) 999-1928

Email: jglozer@churchillmanagement.com

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Connect with our Philadelphia team of dedicated financial advisors to learn more about our comprehensive wealth management solutions.

(703) 999-1928

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Why Churchill Management?

Explore a tailored wealth management experience designed around your goals.
Learn why clients continuously choose Churchill Management for their wealth management needs

$8B+

Total Assets
Managed*

50 States

Regional
Coverage

35+

Industry-Leading
Advisors

*As of 12/31/2023. AUM includes both discretionary and non-discretionary assets under advisement. Churchill Management Group is a registered investment advisor. For GIPS(R) purposes the firm definition does not include direct real estate assets. 

Meet Our Team of Philadelphia Financial Advisors

We provide a personal touch to achieve your goals.

At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Our team of seasoned experts is dedicated to crafting personalized strategies and guiding you toward a secure and prosperous future.

Churchill Jeff Glozer team member

Jeff Glozer

Vice President

Mr. Glozer joined Churchill Management Group’s Team in 2008 after spending fourteen years in the investment industry. Mr. Glozer began his financial services career with Morgan Stanley and then went on to become a proprietary trader at a large New York Stock Exchange member firm where he was involved in the development of various highly-profitable trading systems. Just prior to joining Churchill Management Group, Mr. Glozer served as a top performing Investment Consultant with TD Ameritrade.

Mr. Glozer graduated from Bowling Green State University with a Bachelor of Science degree in Finance and Marketing.

Churchill Nick Radtke team member

Nick Radtke

Vice President

Mr. Radtke joined Churchill Management Group as a Vice President after serving in various roles with Charles Schwab & Co., Inc. Most recently Mr. Radtke served as an Associate Financial Consultant in Irvine where his responsibilities included assessing client needs, conducting portfolio reviews and conducting investor education seminars. For six years prior to joining Charles Schwab, Mr. Radtke successfully managed three branch offices, with as many as twelve employees, for a privately held Forbes 500 company.

Mr. Radtke graduated from the University of Southern California (USC) with a Bachelors of Science Degree in Business Administration with an emphasis in Finance.

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Scott M. Perkins MBA, CFP®

Vice President Director of Financial Planning

Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.

Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.

About Churchill Management

At Churchill Management Group, our clients’ relationships are founded on respect, trust, and open communication. With our proven multi-strategy approach to investing, that combines Fully Invested and Tactical Investment strategies, we tailor a customized investment plan to aim to manage risk and seek long-term capital growth, with our clients’ financial goals and needs in mind. Since 1963, Churchill has committed to providing a clear path to a brighter future for those we serve.

Our Services

Churchill Management offers comprehensive financial planning, and wealth management services aiming to achieve your financial goals. Our team of Philadelphia financial advisors will work with you to understand your needs and develop a personalized plan focusing on your financial objectives. We offer a wide range of services, including:

We offer a Multi-Strategy approach aiming to help our clients achieve their goals while sleeping comfortably at night. Clients have full access to our menu of both Tactical and Fully-Invested strategies to create a unique allocation best suited to their individual risk tolerance.

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Retirement plans are tough to make. For this reason, we help retirees with the best approaches towards planning for their future. By providing a cash flow analysis of your income and expenses your financial advisor will help you make asset management decisions that are both flexible and built to last.

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Our custom-tailored 401(k) plans have opened new doors of opportunity for our clients. As the Plan Sponsor, you are able to connect your employees with an experienced money manager who has worked with clients since 1963. Whether you’re making a 401(k) plan or need a financial advisor for future wealth management, our team is here to help.

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This allows us to take a closer look at your situation, collecting all relevant information needed to aim to optimize your net after-tax income. The timing of taking Social Security benefits, along with the sequence of retirement accounts and other asset withdrawals, can impact your retirement finances.

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Even if you’re in perfect health today, that may not hold true forever. Along with your insurance expert, our team of professionals can take a closer look at your situation to make sure that you’re adequately covered, regardless of what happens with your health or other factors in the future. See the Financial Planning disclosure here.

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Working with your Estate Planning Attorney, Churchill Management will help you implement an investment strategy that considers the various planned and unplanned events that could occur and impact your wealth. We may also be able to connect you with third-party experts that will set up your estate to be preserved however you see fit. Working with your Estate Planning Attorney, we can manage your assets to help outline a clear path forward to achieving your legacy goals. See the Financial Planning disclosure below.

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As your advisory firm, we aim to put your financial goals first. Every risk management plan is built for long-term care. Your investment advisor can help you make your own high-net-worth future, step by step.

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Your net worth does more than just show you how far you’ve come. It’s also a great indication of where you’re going. We’ll aim to make sure that you’re on the right path and moving in the right direction.

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Together, this will show both your liquidity and your overall profitability in terms of the money you’re bringing in and where it’s going every month. Truly understanding this flow provides the path toward maximizing your savings while still being able to enjoy everyday life.

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Financial Advisors & Wealth Management in Philadelphia FAQs

1. What is the importance of leveraging a financial advisor in achieving financial goals?
Leveraging a financial advisor is important in achieving financial goals because they provide expertise, experience, and objectivity. A financial advisor can help individuals create a comprehensive financial plan tailored to their specific needs and goals. They provide valuable guidance in areas such as investment strategies, retirement planning, and risk management. By working with a financial advisor, individuals can make informed decisions, stay on track, and navigate the complexities of the financial landscape with confidence, ultimately increasing their chances of achieving their financial goals.
2. How can comprehensive wealth management solutions benefit individuals?
ealth management solutions benefit individuals by providing a holistic approach to financial planning. These solutions consider various aspects of an individual’s financial life, such as investments, retirement planning, cash flow analysis, and estate planning. By addressing multiple facets of wealth management, individuals can aim to optimize their financial strategies, mitigate risks, and pursue their long-term goals with confidence.
3. Does Churchill Management have other locations?
Yes, in addition to the Philadelphia location we have numerous office locations across the US and are ready to provide comprehensive investment management and financial planning solutions. Check out our contact us and locations page to learn more!
4. How can I speak with an advisor at the Philadelphia location of Churchill Management?
To speak with an advisor at the Philadelphia location of Churchill Management, you can contact our office directly by phone at (703) 999-1928 or the main Los Angeles office at 877-937-7110. Our team will be happy to schedule a consultation to discuss your financial needs, goals, and how they can assist you in achieving them.

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