Philip G. Moshier, CFP®, CRPC® AEP®
Managing Partner, President
Phil has consistently achieved Lincoln Financial Advisors Corporation highest performance awards, and top industry recognition for outstanding performance and quality service for his clients. Phil represents the third generation of Moshiers serving the financial needs of clients. He is a lifetime member of The Resource Group, a group which consists of the top 200 planners in the company.* Lincoln Financial Advisors has consistently recognized him as being in the leading 1% of Advisors in the country. Phil has been honored from 2011 to 2015 by Lincoln Financial Advisors by receiving the regional “Planner of the Year” award for the Northeast Ohio region.* This award recognizes excellence in the financial planning field.
Phil’s approach for financial planning sets him apart from others in the industry since his analysis and recommendations encompass all aspects of an individual’s situation – including estate tax strategies, retirement planning opportunities, employee stock options strategies, and legacy planning. His work consistently demonstrates his unique ability to deliver creative solutions to his client’s complex financial concerns. He believes in establishing long-term relationships with his clients and his services entail the design, implementation and constant review of the financial plan in order to remain consistent with the clients’ every changing needs and tax law changes.
Phil is a graduate of Denison University with a Bachelor’s Degree in Economics. Phil also holds an advanced degree in the areas of Investment Strategy and Portfolio Management.
He has been involved in many charitable organizations and is currently a board member for the Crohn’s & Colitis Foundation. For the past 20 years Phil has organized the Annual Golf Tournament which has raised a total of $2,500,000 under his leadership.
Phil is a long time Cleveland resident and currently resides in Pepper Pike. His hobbies include, golf, watching sporting events, and enjoying time with his 3 grandchildren in Denver.
*This award is given out regionally to LFA planners each year, and is an internal award based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by the region’s Lincoln senior managers.
*The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor.