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Spectrum Financial Group, Inc.

Plan Your Ideal Retirement

Spectrum Financial Group, Inc, is Here for You

Founded in 1997, Spectrum Financial Group, Inc. is passionate about helping clients achieve the retirement they’ve always envisioned. Our income- generating investment strategies are designed to help preserve your savings—so you can use it as a renewable source of income in retirement.

Here at Spectrum Financial Group, our advisors hold themselves to the highest standard in their role as fiduciaries for our clients. That means they will always look out for your best interests.

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Our Services

For nearly 25 years, Spectrum Financial Group has helped clients better preserve their savings and maximize their retirement income through comprehensive financial planning services that include:
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2023 Medicare Supplement Plans

Medicare can be confusing with so many moving parts. Let us help you make sense of it and simplify the process.

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Certified Financial Advisor

We help our clients create a comprehensive financial plan that will help them achieve their goals.

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Employee Benefits Programs

We’ll help you consider your budget, business goals, and resources when planning and implementing your employee benefits program.

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Estate Planning

Estate planning can help ensure your assets will be there for those you love after you are gone and is one of the most loving things you can do for your family.

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Investment Management

Our wealth management advisors can provide clients with access to any tradable investment available on any US exchange.

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Retirement Planning

As retirement advisors, we work closely with our clients to provide them with retirement planning advice that gives them the best chance of achieving their long-term financial goals.

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Rollover IRA

Our advisors can give you guidance on IRA’s whether it is opening, investing or managing what you already have.

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Social Security Maximization

Receive a personal Social Security strategy based on your financial situation.

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Tax Planning Services

When a financial plan is structured with tax planning in mind, the result is minimized taxes allowing for more preserved wealth.

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Free Educational Video Series

Preview the short animated video below which illustrates some important facts about retirement. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the hype and focus on strategies that can help you avoid damaging losses to your retirement savings. If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.
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Contact Us

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Spectrum Financial Group, Inc. offers investment related and insurance services, (610) 935-7645. Investment Advisory Services are offered solely by Ellis Investment Partners, LLC a Registered Investment Adviser located in Berwyn, PA, and registered with the Securities and Exchange Commission (SEC), (484) 320-6300. Spectrum Financial Group, Inc. and Ellis Investment Partners, LLC are not affiliated. Neither Ellis Investment Partners LLC nor Spectrum Financial Group Inc. provides tax or legal advice. Individuals should consult with a tax or legal adviser for their specific situation. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Ellis Investment Partners LLC’s current written disclosure brochure filed with the SEC which discusses among other things, Ellis Investment Partners LLC’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. 

Berwyn
Villanova
Malvern
Wayne
Radnor
King of Prussia
Ardmore
Gladwyne
Bryn Mawr
Philadelphia