Philip G. Moshier*, CFP®, CRPC®, AEP
Family Wealth Advisor / Partner
Phil's approach to financial planning continually sets him apart from others in the industry. His analysis and recommendations encompass all aspects of a family's situation - including estate tax strategies, retirement planning opportunities, employee stock option strategies, wealth management, charitable planning and estate preservation. Phil and his team consistently demonstrate their unique ability to deliver creative solutions to their client's complex financial concerns. Phil believes in establishing long-term relationships with his clients as well as their families. His service model consists of design, implementation, and constant review of all aspects of the financial plan in order to keep current with the families ever-changing needs and as well as tax law changes.
Phil has consistently achieved Lincoln Financial Advisors Corp. 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 families. He is a lifetime member and past Chairman of The Resource Group* of Lincoln Financial Advisors which has recognized him as consistently being one of the top 50 advisors in the company. Phil was also a past recipient of the Lincoln Financial Advisors "Planner of the Year" award* in 2002, 2004, 2011, 2012, and 2013 for continued excellence in the financial planning field.
Phil is a graduate of Denison University with a bachelor’s degree in Economics. Phil holds the designation of Certified Financial Planner as well as an advanced degree in the areas of Investment Strategy and Portfolio Management. Phil has also completed his Chartered Retirement Planning Counselor designation (CRPC®).
Phil and his wife Barrie reside in Chagrin Falls. Phil has four children and four grandchildren.
*This internal LFN recognition is based on sales amounts as well as good regulatory and firm standing