The Swarthmore Group, Inc. Employee Directory
Financial ServicesPennsylvania, United States2-10 Employees
The Swarthmore Group, Inc. is a small financial services firm providing registered investment advisory services. It is based in Philadelphia, Pennsylvania, and is described as one of the oldest, active, minority-owned investment advisory firms in the state. The firm’s guiding principles are rooted in the founder's vision and values, which inform how it serves its clients. Its client base consists of individuals and entities seeking careful alignment of portfolios with their stated goals and priorities. Within the financial services industry, the firm positions itself as a long-standing, minority-owned advisory practice focused on understanding clients' needs and guiding them toward a solid plan. The organization operates with a small team of professionals dedicated to delivering personalized guidance consistent with its foundational values.