Financial Services across the Philadelphia metro
Inclusive and diverse-owned financial services businesses across the Philadelphia metro, not just the city itself.
Advisers, planners and insurance agents working with Philadelphia households and small businesses. How someone is paid, fee-only or commission, shapes the advice they give, so ask that before the first meeting. Several work with clients whose finances do not fit the standard template, including unmarried partners and owner-operators.
All listings
2Sponsor the Financial Services page in Philadelphia. One Category Sponsor per city, credited on this page and on the Philadelphia hub.See sponsorship
Where they are across the Philadelphia metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
Businesses on the map of Philadelphia
- B Balanced CPA Inc., Philadelphia (town center)
- Creative Benefits, Inc., Philadelphia (town center)
Getting your money in order in Philadelphia? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the Philadelphia metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around Philadelphia
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
- Oct3PrideAnnapolis Pride Parade and FestivalOctober 3, 2026 · Annapolis, MD
- Oct3PrideUpper Chesapeake Bay Pride FestivalOctober 3, 2026 · Havre de Grace, MD
- Nov1FestivalICDI Día de Muertos FestivalNovember 1, 2026 · Allentown, PA
- Nov1FestivalSouth Philadelphia Día de los MuertosNovember 1, 2026 · Philadelphia, PA
Keep exploring
More across the Philadelphia metro
Each photo is from a listing in that category.
Legal1 place Photo: Giampolo Law Group
Real Estate5 places Photo: Eric Feiner, REALTOR® at Compass (Greater Philadelphia).webp)
Professional Services2 places Photo: 12th Street Catering
Restaurants & Food58 places Photo: El Merkury
Retail & Shops41 places Photo: Harriett's Bookshop
Bakeries6 places Photo: Cake Life Bakeshop
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
This WeekThis Week: Pride in Atlanta, a Parade in Philly and an Empanada Showdown in Ybor
Five things worth knowing for Oct. 2 to 11: Atlanta Pride, National Coming Out Day in Philadelphia, an empanada contest in Ybor and new listings.
Luke · October 2, 2026
70 Million People, One Label: What "Hispanic" Can and Can't Tell Us
Read more
The Menu Is a User Interface
Read more
Maybe "Authentic" Is a Terrible Word
Read moreFinancial Services in Philadelphia: questions people ask
How many financial professionals are listed across the Philadelphia metro?
Two right now, in Philadelphia. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.