Broker Check
Phil Wheat

Phil Wheat founded his independent registered advisory firm in 1993 to take advantage of the changes in the industry at that time and to serve clients by putting their interests first. Phil is a financial advisor/planner with a servant's heart whose motto is “do the right thing and everything will work out in the end.” He works tirelessly to personally manage client assets to their plan, refusing to use shortcuts such as models and third-party money managers. Estate planning is a mission field for Phil and often the primary way that clients come to the firm. He has seen up close the effects on a family when a loved one dies intestate or with inadequate protection and does all that he can to ensure that each family he meets understands the benefits of well-thought-out planning. Phil’s designations include CERTIFIED FINANCIAL PLANNER™, Master of Science in Financial Services, Chartered Financial Consultant, Certified Estate and Trust Specialist™ and Accredited Investment Fiduciary®, among others. Phil and his wife, Jan, reside in McKinney, Texas and are the proud parents of three grown children, five grandchildren and two lovable golden retrievers, Howard and Sophie.