Broker Check
Phillip J. W. Miles, CFP®

Phillip J. W. Miles, CFP®

Investment Advisory Representative/ President

Phillip has been a Certified Financial Planner for over 30 years. His resume also included more than 41 years of experience in retirement & estate planning for his clients.

Phillip believes in the principles of integrity, hard work, honesty, loyalty & dedication. He understands that while his clients know how to earn money; his responsibility is to help them make their money work. As a Certified Financial Planner, Phillip works under a fiduciary responsibility. In his spare time his enjoys riding his motorcycle, playing polo as well as spending time with his horses & dogs Muffin & Zoe.