Oracle Financial Group

Oracle Financial Group was started because my need for financial help was not available in the market. I couldn’t find any person or company that could help me handle my various financial concerns in a comprehensive way.

Before Oracle Financial Group, I was employed by several corporations in corporate finance. As my career progressed, there were increasingly more financial issues that demanded expert attention. My search for someone or some company to help me with my issues together was fruitless. The brokerages only dealt with stocks and bonds and mutual funds. The accounting firms only dealt with taxes. The insurance companies only dealt with insurance products. They didn’t listen. They only wanted to sell.

Frustrated, I began to study these financial issues and solve my own problems. It was during this time I came to realize that I wasn’t the only one who had the same kinds of questions. It then occurred to me that if I could provide answers to these question, why couldn’t I do the same thing for the many people out there who had the same frustrations?

After several years of study, my thoughts became a reality. Oracle Financial Group was formed in 1993. Oracle Financial Group is an independent Registered Investment Advisor (RIA) firm located in Center City Philadelphia. Dedicated to improving the financial lives of our clients, we focus in four areas: (1) investment portfolio management; (2) retirement planning; (3) tax return preparation; and (4) insurance. Outside of our areas of expertise, we have assembled a group of talented professionals that clients can contact to address other financial and legal disciplines, that include, for example, accounting, corporation taxes, estate planning.

Many people who need to plan for the present and the future haven’t done so. At Oracle Financial Group, Inc., where over 65% of clients are women, it doesn’t matter who you are or what you do. The services we provide span the spectrum of occupations: from nurse to doctor, from administrator to lawyer, from contractor to engineer, from research scientist to professor, from teacher to retiree, and from stay-at-home mom to photographer..

If you read on, you will read about our commitment, about our philosophy, about Don Gudhus, about the areas in which we practice, and how we try to secure and keep private your personal information.

Oracle Financial Group, Inc. (“Oracle”) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oracle in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oracle, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.