Phil Parker has served individuals, families, and business owners as a financial consultant since 1986. With nearly four decades of experience, he helps clients align their financial strategies with real-life goals, especially during moments that matter most.

Phil’s work spans portfolio management, life insurance and annuities, private debt and equity investments, and comprehensive financial planning. He often acts as a financial “quarterback,” coordinating with tax professionals and estate attorneys to help protect wealth, mitigate taxes, and simplify complexity.

Business owners trust Phil for practical guidance on qualified retirement plans, defined benefit strategies, business continuation, and succession planning. His approach is steady, realistic, and grounded in decades of helping entrepreneurs turn uncertainty into clarity.

Clients often say that Phil shows up when it matters most, such as during divorce, the loss of a spouse, market turmoil, or family health issues. These are the life chapters where his presence makes a difference. He’s a sounding board, a strategist, and someone who listens before offering advice.

With more than 15 years of experience using alternative investments, Phil helps clients add non-correlated assets like real estate and private credit to reduce volatility and generate income. He has also advised clients on tax-efficient real estate strategies, including 1031 exchanges and Opportunity Zones, as part of broader planning conversations. He partners with Great Point Capital for their rigorous due diligence process and commitment to investor-first guidance. 

“Managing financial assets without connecting them to life goals isn’t investing, it’s speculation.”

Whether you're navigating retirement, managing generational wealth, or building a resilient plan for your business, Phil brings deep experience, clarity, and care to every client relationship.