Phil Bailey
Philip Bailey, CFP® , MBA

A senior financial advisor and CERTIFIED FINANCIAL PLANNER professional at Muirfield Wealth Advisors, Phil has been serving clients since 1983. He has devoted his career to helping individuals and families build long-term investment growth and preserve their wealth.

As your advisor, Phil will help clarify your financial goals and wishes, and then create a carefully tailored plan to pursue them. You can count on him to recommend personalized strategies – particularly those centered on risk management – and oversee your investments so that you can continue building the tomorrow you envision.

Ultimately, Phil’s mission is to make financial planning as simple and convenient as possible for his clients. It’s in that spirit that he positions himself as his clients’ “financial quarterback,” helping ensure the key details of their financial pictures – retirement income, IRA distributions, investments, income taxes, estate planning and insurance – are properly aligned. This also includes crafting personalized retirement and estate plans and cultivating multigenerational relationships with clients’ families.

Along with offering a wide range of financial services, Phil is known for his specialized knowledge in sudden wealth events, allowing him to work closely with clients whose financial worlds have dramatically changed. To do so, Phil provides sophisticated guidance that addresses the complex circumstances surrounding these events, which can range from divorce, widowhood and retirement to executing a significant sale or signing a generous career contract.

Whether partnering with individuals, families, business owners or affluent athletes, Phil prides himself on building meaningful client relationships rooted in honesty and integrity fostered by his meticulous work ethic. He combines his decades of industry expertise – which has seen him navigate a myriad of markets – with his commitment to clients, attention to detail and service-oriented approach. He cherishes the opportunity to share his knowledge and interests with everyone he serves.

Phil holds a bachelor’s degree in history from Wake Forest University and an MBA from the University of North Carolina at Chapel Hill. Following five years with IBM, Phil launched his financial advisory career in 1983. The roots of his current independent firm, Muirfield Wealth Advisors, LLC date back to 1991.

Phil has enjoyed teaching financial and retirement planning courses at four colleges in the Charlotte, North Carolina area, and at select local corporations and government agencies. He is a former radio commentator for NPR affiliate, WFAE-FM, and served on the board of the Queens University Charlotte Estate Planning Council.

Meeting potential clients who often transition into long-lasting relationships is one of the most rewarding aspects of Phil’s hard work. He values the friendships and fulfilment of plans from partnering with his clients. Phil welcomes the opportunity to offer his professional advice and availability with a fresh cup of coffee.

Phil is married to Sarah, with whom he has two sons named Patrick and Josh. He enjoys golf, travel, reading history, and relaxing with family and friends.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Muirfield Wealth Advisors does not provide tax or legal services. Please discuss these matters with the appropriate professional.


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