Our Practice
Investment Management
We like getting rich slowly at Philipp Capital Advisors. We do not mind—indeed, we often prefer—taking the long road to wealth. Taking the high road is non-negotiable. We are nothing if we are not ethical, intelligent stewards of your capital.
In selecting investments, we abhor silly trends. We are neither fad chasers nor thrill seekers. Our investment approach reflects a taste for the timeless, the legal mind’s inherent skepticism, and a passion for logical, independent thinking.
Our firm appreciates the simple and unpretentious. We are hardwired to see beauty in the boring and bland. We pride ourselves on spotting quality in the quotidian and magnificence in the mundane. Case in point: our longstanding love affair with the immense power of that commonplace but devastatingly effective wealth building weapon, compounding interest. Compounding interest allows true investors’ money to snowball. Our job is helping you find the wettest snow and the longest hill.
Comprehensive Financial Planning
Through comprehensive financial planning, we help you make smart, big-picture financial decisions. Together, we map out a plan for your wealth that takes into account your goals, needs, and future aspirations. We reinforce these smart decisions by meeting regularly to more deeply understand your financial goals as they evolve. As partners, ideally over a period of years, we plan the work and then we work the financial plan.
Comprehensive financial planning helps you move forward with confidence. For ambitious clients, we will work with an eye toward creating a legacy for your family’s future success across generations.
Our specific financial planning services include (but are not limited to):
Business Planning and Consulting
Cash Flow and Debt Management
College Savings
Employee Benefits Optimization
Estate Planning
Financial Goals
Insurance
Investment Analysis
Retirement Planning
Risk Management
Tax Planning Strategies