Ascend Beyond Wealth

Phil Roberts has over 20 years of experience in the financial services industry. Always acting as a fiduciary, Phil works in creative, objective, independent ways with individuals and families who are in need of financial planning, investment advisory and insurance or financial risk management solutions. Historically, his core competency is in working with the owners of middle-market, family-owned or closely-held businesses helping them with multi-generational wealth transfer strategies, business succession, transitions and exit strategies and liquidity concerns. That said, his client base is actually very diverse and in various stages of life, including young families, widows, corporate executives, attorneys, foundations etc., and spans a broad spectrum of wealth. He also tends to work especially well with individuals and families who have a limited knowledge of the financial services industry and those in need of Next-Gen financial education, because he enjoys the educational aspect of relationships like those.

Phil is a graduate of Temple University and holds a B.B.A. in actuarial science and risk management. Prior to joining OnePoint BFG Wealth Partners, he worked at another independent RIA from 2009, and prior to that, he worked at Goldman Sachs & Co., Inc. in their Family Investment Office and at U.S. Trust Company, where he also focused on wealth management for high net worth families and closely-held business owners.

He recently served 8 years pro bono as a Member/Director of Vantage Trust Company, LLC, a wholly-owned subsidiary of ICMA-RC, whose mission is to help build retirement security for public sector employees. Phil is very active in his community through volunteer efforts focusing on athletics, children with special needs and the environment, and in his spare time participates in barbecue competitions. 

Phil lives in Summit with his wife and 3 children.

CA Insurance License #4049615