Who Are We


    We are your community financial planning and investment advisory firm to assist you with:

    Your Goals. Your Vision. Your Financial Life.

    That’s what we are here for!


    About Us

    Who is James

    James R. Veal

    Founder, President & CEO

    James, registered financial consultant, has been in the financial services industry since 1997.


    Wealth Management

    Financial Planning Services

    Investment Advisory

    Asset Management

    Retirement Income Strategies

    IRA, Roth IRA, 457 Deferred Comp

    College Planning

    Social Security Planning


    Financial Education

    Are you tired of living from paycheck-to-paycheck? Feeling behind on paying your bills? Haven’t planned for retirement? Enroll in our 8-week “Sick of Being Broke” class and/or if you’re nearing retirement, sign up for our FREE monthly lunch-n-learn retirement planning seminars. You will learn important strategies to building wealth now and planning for a comfortable retirement without worrying about running out of money.

     Click here to enroll in our “Sick of Being Broke” class. Seating is limited!


    Target Geographical Markets





    Small Business Employer Retirement Plans

    College Students



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    Contact Us

    JRV Wealth Management Group, LLC

    1515 Market Street, Suite 1200

    Philadelphia, PA 19102, United States

    Email: James@JamesVeal.com

    Phone: 215-854-6308

    Please feel free to contact us using the contact form with your comments, questions, concerns, or to register for one of our City of Philadelphia monthly “DROP” Lunch & Learn retirement planning seminars.