Oracle Financial Group
  • About Us
  • Commitment
  • Fiduciary
  • Philosophy
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    • Investment Strategy
    • Retirement Planning
    • Tax Preparation
    • Insurance
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Our Commitment to You

Oracle Financial Group is a Registered Investment Advisor (RIA) and is bound by the highest fiduciary standard. As a fiduciary, Oracle Financial Group always acts in the best interest of the client and places the client’s investment needs first!

With each client’s long-term financial goals in mind, Oracle Financial Group, a regionally-recognized investment firm, is committed to developing investment portfolios that can provide long-term growth of principal and help clients achieve financial security.

​Oracle Financial Group is a value investment firm. 
Following the principles of the Graham-Dodd school of value investing, we seek to buy companies that are selling for less than they are worth. These firms are fundamentally sound but have been overlooked by many market analysts and investors.

We are committed to enhancing the lives of our clients. The reputation of Oracle Financial Group is built on integrity and the quality of work that we provide to each client. Our experience, knowledge and passion forms the underpinning for providing solutions that are of lasting value to each client.
Photo: Donald Gudhus - Rittenhouse Square, Philadelphia ©2015 Cyndy Drue
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.
Oracle Financial Group, Inc. - 215.546.2933 - [email protected]
Copyright © 2021
  • About Us
  • Commitment
  • Fiduciary
  • Philosophy
  • Biography
  • Practice Areas
    • Investment Strategy
    • Retirement Planning
    • Tax Preparation
    • Insurance
  • Privacy Policy
  • Account Access
  • Contact Us