Our Heritage
McCloskey Financial Group
Our Heritage: A Legacy of Building and Trust
Founded by Matthew H. McCloskey IV (aka Matt) in 1969, McCloskey Financial Group has been trusted partner to Philadelphia’s business and philanthropic communities for over a half-century, exemplifying a legacy of leadership, integrity, and an unwavering commitment to service. This enduring heritage is the foundation of our firm, which continues to uphold the family’s tradition of excellence in serving the financial needs of individuals and organizations.
Motivated by his family’s entrepreneurial spirit and a strong commitment to service, Matt embarked on a career that intertwined his love for people with his passion for finance and business. Starting his professional path as a certified civil engineer, he shifted to the financial services sector in 1969, establishing what would evolve into McCloskey Financial Group. His vision was to create a financial services firm grounded in the principles of trust, integrity, and a steadfast dedication to serving not only his clients but also the broader community.
Realizing Matt’s vision, McCloskey Financial Group has expanded to a team of eleven committed financial professionals focused on serving both clients and the community. The firm provides a complete range of wealth management services, encompassing holistic financial planning, investment management, and insurance advisory. Our clientele includes individuals, business owners, multi-generational families, and various charitable and community organizations. We take pride in offering personalized service, impartial advice, and customized investment solutions, ensuring that each client’s distinct goals and aspirations are addressed through tailored strategies.
Our Values
At McCloskey Financial Group, our legacy shapes every facet of our operations. Guided by our founder, Matt, we are committed to fostering enduring relationships with our clients, prioritizing their interests above all else. Clients can count on receiving unbiased advice rooted in extensive industry experience. We assure them that their concerns become our own as we collaborate to help them reach their financial goals and cultivate their lasting legacies, both personally and financially.
As we look to the future, we remain steadfast in our mission to help clients navigate the complexities of financial planning with confidence and clarity, building on a legacy that has been over a half-century in the making.
Our Team
We have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think.