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Experience

Phil is a manager in with Plante Moran Financial Advisors in our Southfield, Michigan office. He is known for his independent and objective approach to wealth management. Phil specializes in personal financial planning, investment management, charitable planning, education planning, retirement planning, income tax planning, and multi-generational estate planning. He serves as his clients personal CFO, providing holistic wealth management and investment planning services for high-net-worth individuals and wealthy families. Phil also holds a BA in finance from Michigan State University.


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

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Additional Thoughts

Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read
Unemployment falls to 18-year low of 3.8%
Jim Baird Wealth Management
Blog June 1, 2018 1 min read
Is the tighter labor market a risk to the business outlook?
Jim Baird Wealth Management
Article June 1, 2018 1 min read
Could increasing labor costs be a catalyst for rising inflation?
Jim Baird Wealth Management
Article May 31, 2018 1 min read