Phil is Senior Financial Advisor Emeritus – Client Development and Certified Financial Planner™ at Muirfield Wealth Advisors. Serving clients since 1983, he has devoted his career to helping individuals and families build long-term investment growth and preserve their wealth.
In his role of client development, he will maintain relationships with our clients and introduce the firm to new investors seeking goal-based financial planning and risk-managed investment strategies for the long term.
Whether partnering with individuals, families, business owners or executives, Phil takes pride in the firm’s building meaningful client relationships rooted in honesty and integrity fostered by a meticulous work ethic. He combines his decades of industry expertise – which has seen him navigate a myriad of markets – with the firm’s commitment to the our clients, attention to detail, and service-oriented approach.
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 the firm’s partnering with our 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, Josh, who is the Managing Principal of Muirfield Wealth Advisors, and Patrick, an engineer with SnapSlide, a start-up company. He enjoys golf, travel, reading history, and relaxing with family and friends.