Broker Check
Phil Gallagher, AIF

Phil Gallagher, AIF

Managing Partner

Phil is a distinguished professional in the world of finance, renowned for his experience in crafting tailor-made investment strategies for his clients through his comprehensive and personalized approach. With a firm belief that individuality should be at the core of every financial plan, Phil's methods seeks to set him apart in the industry.

As an Accredited Investment Fiduciary, Phil upholds the highest standards of integrity and trust, ensuring that the best interests of his clients always come first. His dedication to ethical practices and commitment to excellence have earned him a reputation as a professional advisor in the realm of investments.

A graduate of Miami University in Oxford, Ohio, Phil's academic foundation has equipped him with the knowledge and skills necessary to navigate the complexities of the financial world effectively. His academic achievements reflect his unwavering dedication to continuous growth and learning in his field.

Located in the picturesque Sugarcreek Township, Phil finds solace in the company of his loyal companion, Mr. Myles, a Brussels Griffon he rescued. Beyond his professional endeavors, Phil cultivates a well-rounded lifestyle, indulging in various activities such as running, CrossFit, downhill skiing, water skiing, and tending to his yard. His pursuit of a balanced life mirrors his holistic approach to financial planning, where harmony and meticulous attention to detail are paramount.

Phil's unwavering commitment to his clients, coupled with his passion for excellence in all aspects of his life, solidify his standing as a reputable figure in the realm of finance and personal investment.