Philadelphia, PA Office

Medallion Wealth Advisors is an SEC‑registered advisory firm that serves individuals and families (including high‑net‑worth clients), trusts, estates, retirement accounts, charitable organizations, pension and profit‑sharing plans, and 403(b) plan sponsors and participants. The firm offers portfolio management, financial planning, pension consulting, consulting, third‑party manager referrals, and both wrap and non‑wrap advisory programs.

The firm builds client‑specific investment policies through in‑person data gathering and manages accounts on discretionary or non‑discretionary bases with quarterly reviews and annual rebalancing as appropriate; investment implementations commonly include mutual funds, ETFs, long‑term purchase strategies and, when suitable, allocation to third‑party managers. Medallion also provides IPS preparation, plan monitoring, and participant education for retirement plans, and delivers quarterly reports and custodial statements to clients.

What differentiates Medallion from many peers is that its investment advisory representatives also serve in broker‑dealer and insurance capacities, and the firm sponsors a wrap‑fee program—arrangements that can create additional commission or insurance compensation alongside advisory fees and are disclosed in the brochure. The firm’s client base—over 2,400 clients supported by five advisors—results in a notably high client‑per‑advisor ratio for its category, which corresponds with more standardized program offerings and frequent use of third‑party managers and custodial relationships.