With more than 32 years of industry experience and a degree from Miami University, Philip Parish is committed to helping clients build, manage and preserve their wealth through comprehensive financial guidance. He focuses on developing lasting relationships and providing personalized advice across investment management, retirement planning, tax reviews and estate planning considerations.
Phil believes that understanding a client's complete financial picture is the foundation of meaningful advice. By combining experience with a thoughtful, relationship-driven approach, he strives to help clients feel confident, informed and prepared for the future.
When he's not working with clients, Phil enjoys biking, golfing, reading, listening to music and spending time with his wife, Cheryl and their three daughters.