Financial Advisor

Philip Orwig | CFP®


Phil is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping his clients plan for retirement and manage their investments since 2010. Phil joined the company in 2011 after beginning his career with LPL Financial. In addition to having the CFP® certification, Phil also holds the Retirement Income Certified Professional® designation.

Background and Experience

Phil specializes in helping folks going through life’s many transitions. Whether it’s the birth of a child or grandchild, an unexpected career change, the selling of a business or a death/divorce, Phil is able to work with clients to plan effectively and prepare in earnest for the next chapter in their lives.

Phil is a proud alum of Southern Methodist University. When Phil is not working or giving back to the community, he enjoys competing in long-distance running, reading, cooking, traveling and spending time with his wife, Sarah, and their children Molly and Rhodes.

Contact Phil today to schedule an appointment.