City Shore Wealth Advisory Group | Philadelphia, PA | Financial Advisors

Advice you need. Service you deserve.

The City Shore Wealth Advisory Group was established to provide quality service and financial advice to our clients – individual investors, families, retirees, business owners, corporations, endowments and foundations.

Our focus:

Financial Planning
Tax Management
Special Needs Trust Planning
Exit Planning for Business Owners

We welcome the opportunity to work with and build relationships with people we respect and whose company we enjoy, both personally and professionally. We believe relationships based on trust allow us to enhance the level of service and expertise that we deliver to our clients.

Clients who choose to engage with City Shore Wealth Advisory Group within the context of an advisory relationship can expect recommendations based on a ‘bucket’ strategy of investing called Retirement on Your Terms. From your first paycheck to your last, retirement planning is a concern that runs consistently through all of life’s planning cycles. Click here to see how working with City Shore Wealth Advisory Group can help you address those concerns and retire on your terms.

Awards

Forbes Best In State 2024

Robert F. Farrell, CFP®, CPWA®, ChSNC®, Executive Vice President/Wealth Management, Financial Advisor was named to the Forbes 2024 Best-in-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact Bob has on the lives of his clients. We are proud to support and empower Bob and celebrate his commitment to delivering a hyperpersonalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.

Forbes Best In State 2023

Robert F. Farrell, Executive Vice President / Wealth Management, Financial Advisor, has been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Bob Farrell on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “Bob sets the standard for his commitment to exceed their client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have Bob at Janney.”

Forbes Best In State 2022

Robert Farrell, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2022 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.

Our Team

The City Shore Wealth Advisory Group strives to provide personalized service through Financial Planning and Tax Efficient Investing as we guide our clients through the phases of investing: Wealth Accumulation -- Wealth Preservation -- Wealth Distribution. ... Read more. Read less.

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

VIDEO: RETIREMENT ON YOUR TERMS

For clients who choose to engage with us in an advisory capacity, we utilize a three bucket retirement strategy called Retirement on Your Terms. Our approach matches your money to three different timelines - short term, mid term, and long term. All designed on your terms.

Tax Efficient Investing

When it comes to tax planning and your investments, it can be difficult to know where to start. Your portfolio and your resulting tax picture can change quickly because of market volatility. Vigilance is necessary to achieve both your tax and investment goals.

Working With A CFP®

A CFP® professional is trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.