A complete list of active advisors currently associated with Phillip B. White Co., Inc

Warmer can help you find a great advisor at Phillip B. White Co., Inc or one who fits your needs even better.

Phillip B. White Co., Inc. provides personalized financial planning and investment management for individuals, small pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages discretionary accounts for a concentrated client base and offers other planning services on an hourly or flat‑fee basis. The firm typically implements strategic asset allocation using a core‑and‑satellite approach across no‑load and low‑load mutual funds and ETFs, and it may recommend or place assets with third‑party money managers or TAMPs when appropriate. Advisors operate with discretionary trading authority under a limited power of attorney, deliver periodic performance and net‑worth reporting, and conduct quarterly account reviews with more frequent reviews as market or client circumstances warrant. What distinguishes the firm from many peers is its affiliation with an insurance brokerage: advisory affiliates are licensed insurance brokers who may receive commissions for insurance products they sell to clients, a potential conflict the firm discloses while maintaining that the advisory entity itself operates on a fee‑only basis. The firm also combines a relatively large asset base for a small advisory team with documented operational safeguards (including encrypted offsite backups and business continuity planning) and the use of third‑party custodial and research services.

To learn more about the advisors currently working at Phillip B. White Co., Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.