Guy McPhail| CFP®, CTC, CPA/PFS
The GM Financial Group, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Planning for Business Owners
- Cash Flow and Budgeting
- Middle Income Client Needs
- Tax Planning and Preparation
- Advising Medical Professionals
Our Other NAPFA Members
Pennington, NJ 08534
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Guy McPhail is a Pennington NJ & PA Fee-Only Financial Planner serving the Princeton NJ area including Hunterdon, Mercer and Bucks County PA and all surrounding areas. The GM Group specializes in providing objective financial planning to help clients through life's transitions. Guy McPhail is a NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional, CPA, and Certified Tax Coach.
Guy was recently named one of the top six financial planners in the entire state of New Jersey by the New Jersey Society of CPA’s.
A seasoned family and small business wealth advisor with over 25 years of experience, Guy McPhail is well versed in the financial needs of individuals, couples and small business owners. Guy has the certifications required to offer a complete range of financial solutions including financial planning, discretionary portfolio management and proactive tax planning.
Guy is a Certified Financial Planner practitioner (CFP®), a Certified Public Accountant/Personal Financial Specialist (CPA/PFS) and Certified Tax Coach.
Guy is an author and has written numerous articles on financial planning, investments, and income taxes. He has been quoted and written articles in publications such as Entrepreneur Magazine, MSNBC, Fox Business, The New Jersey Star Ledger, New Jersey Life, Mutual Fund Magazine, New Jersey CPA Magazine, Medical Economics, Worth, Small Business Review, FiLIfe in partnership with the Wall St Journal and more.
Guy was co-author of the Amazon best-selling book “Tax Breaks of the Rich and Famous" a book on techniques on how to saves taxes for small business owners.
Guy is also an educator and mentor. He was the leader of the New Jersey Society of CPA’s Financial Planning Interest Group, he consults and leads webinars at the New Jersey Small Business Development Center and is on the faculty of LawLine where he instructs attorneys on tax laws and other financial matters.
Guy is a member of the National Association of Personal Advisors (NAPFA), The American Institute of Certified Public Accountants (AICPA), and The New Jersey Society of Certified Public Accountants (NJSCPA). Guy also participates with the Princeton Regional Chamber of Commerce and serves on the board of the Pennington, NJ Economic Development Commission, The Pennington Business and Professional Association (PABA) and Friends of Alouette International.
Welcome and thank you for visiting! We want you to know that The GM Financial Group, LLC was founded with the objective that our clients lead rich and stress free lives with the knowledge that their financial affairs are in order. Our primary focus is in helping families and individuals achieve a sense of direction, clarity, and confidence in their financial future.
We offer customized programs that satisfy our client’s unique requirements in contrast to the one-size fits all mentality that exists in many wealth management firms. Requiring our clients to buy expensive and unnecessary services is not the way we do business. After listening to our clients and carefully examining their situation, we design a solution tailored to meet their particular wealth management needs.
Should your situation require objective, insightful and proactive advice that connects all aspects of personal wealth management, I look forward to speaking with you about the opportunities and challenges you face. Together we can determine how we can help foster your lifelong financial well-being and prosperity.
Guy McPhail CFP®, CPA/PFS, CTC
President and Founder
The GM Financial Group LLC