We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
As an independent firm, you can trust that an investment plan created for you is aligned with your strategies and goals.
Insurance can compliment an investment and financial/retirement plan in a variety of ways.
Estate Planning today has taken on many new dimensions that never had to be considered by earlier generations.
Plan, Measure, Monitor®. Since each person, family, and business is unique, each financial plan should be unique as well.
Medicaid is a joint federal/state program that helps with medical costs for some people with limited income and resources.
Phone: (804) 250-3148 ext. 400
“It is extremely rewarding to sit down with clients, many of whom I have worked with for 20 years or more, and provide solid planning and careful money management. I believe that all clients are unique and deserve personalized advice. It is also important to be realistic and open to new ideas. Strategies will not always turn out as expected and course correction remains critical to successful outcomes. I am very fortunate and grateful for the confidence and support from the wonderful clients I have the privilege to serve.”
In January, 2011, Phil hired a junior partner, Bob Wheatley, to assist him in working with clients and to establish a long-term business succession plan.
Phil is an Investment Advisor Representative, and holds the Series 7, 63, 65 securities registrations with LPL Financial, and life and health insurance licenses. Phil has earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Phil also earned the Certified Retirement Counselor® professional designation from the International Foundation for Retirement Education. Both designations require ongoing professional education annually as well as adherence to strict codes of ethics.
Phil moved to Richmond in 1977 and taught in Chesterfield County Schools after graduating from West Chester University with a BS in Education. He began his Financial Services training in 1984.
Phil and his wife Cindy have 3 children, Philip, Noelle and Kelly.
Phone: (804) 250-3148 ext. 100
Bob joined the firm in January of 2011 to work directly with Phil as a junior partner. Before reinventing himself in the financial services industry back in 2008, he worked as an analytical chemist for nearly ten years, five of which were spent sailing around the world on an oceanographic research vessel. He now applies his analytical mind toward working with individuals, families and small business owners in the various aspects of their financial lives.
Bob is an Investment Advisor Representative, and holds the Series 7 and 66 securities registrations with LPL Financial, and life and health insurance licenses. Bob has earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
He and his wife, Laura (a native of Italy) have one daughter, Adele. In his free time, Bob enjoys spending time with his family, traveling abroad, and mountain biking.
Phone: (804) 250-3148 ext. 300
Tyler came on board in the summer of 2015 having spent his first few years after college in the insurance business selling health insurance and Medicare policies. He is a graduate of Virginia Commonwealth University with a bachelor's in political science. Having spent his early years under the tutelage of Bob and Phil, Tyler now shares the responsibilities of a fully-fledged advisor on our team. Just as Bob is Phil’s succession plan, Tyler is Bob’s succession plan making Northbank Partners a truly multi-generational firm.
Tyler is an Investment Advisor Representative with LPL Financial who holds the Certified Financial Planner™ designation as well as the series 7 & 66 securities licenses held with LPL Financial and the life and health insurance licenses.
Tyler married his wife Kayla in June of 2015. The two of them welcomed their daughter Liana in March of 2018.
Phone: (804) 250-3148 ext. 200
Toni, our wonderful administrative assistant and office manager started working with Phil in 2005. Prior to that she worked with the Financial Service firms Prudential Bache and Smith Barney, in Washington, DC. Toni graduated from Brevard College in North Carolina with a Liberal Arts Associates Degree. In her spare time, she enjoys playing tennis and golf and also loves to read.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA CO FL GA KY MD MO MT NC NJ NV NY OK PA SC TX VA