Phillip Laird

I’m driven to provide my family with the things I never had growing up. Following the passing of my dad when I was just two years old, my childhood was far from picture-perfect as my mom and I struggled to piece life together. Financial planning was the furthest thing from our minds as we depended on outside assistance simply to make ends meet. From this lowest point, I built the life skills and familial bonds that sustain me to this day.

I’m fortunate to be able to bring my personal experience and values to the work that I do for others every day. Choosing who to work with when it comes to planning your financial future is not a decision to be made lightly, and I approach my role with the greatest degree of respect and responsibility. I take pride in treating each client like my own family, and am invested in securing your financial success.

My central goal is to provide you with reassurance and support as we work together to build a financial plan that will help you achieve your goals. The guidance I provide reflects what I would design for my own family, not a simple calculation of what makes sense on paper. I will do my best to take care of you when you need it the most.

It has been a long road from my beginnings to where I am today, and I have dedicated my career to helping others realize their aspirations. Through my background, I am able to relate to clients from a wide range of backgrounds and financial savvy. I understand that when you choose to work with me, you are investing your time and trust as well as your money. Together, we will develop a road map that shows you exactly what to do to help you get exactly where you want to go. 

If you are looking for a partner in planning your financial future, would like to schedule a consultation, or are pursuing a career in financial advising, I would love to speak with you!