Guy  McPhail

Guy McPhail

| CFP®, CTC, CPA/PFS

SAX Wealth Advisors, LLC

609-737-6600

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Fee-Only Financial Planner in Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide

Specialties

  • 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

Website

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10 South Main Street
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 McPhail is a seasoned family and small business wealth advisor with over 25 years of experience providing financial solutions, including financial planning, discretionary portfolio management and proactive tax planning.

Guy is Partner-in-Charge of the firm’s Pennington NJ based office, and joined Sax Wealth Advisors in the 2017 acquisition of his wealth management firm, The GM Financial Group LLC where he was Founder and President.

Guy is frequently published in a wide range of industry publications, and is co-author of the Amazon best-selling book, “Tax Breaks of the Rich and Famous”.  He consults and leads webinars for the New Jersey Small Business Development Center and sits on the faculty of Lawline, where he informs attorneys on tax laws and other financial matters.

  • Member, The National Association of Personal Advisors (NAPFA)
  • Member, The New Jersey Society of Certified Public Accountants (NJSPCA)
  • Member, The American Institute of Certified Public Accountants (AICPA)
  • Member, Princeton Regional Chamber of Commerce
  • Former Board Member, Pennington, NJ Economic Development Commission
  • Former Board Member, Pennington Business and Professional Association (PBPA)
  • Board Member, Friends of Alouette International
  • Past Leader, The New Jersey Society of CPA’s Financial Planning Interest Group

Guy is a Certified Financial Planner Practitioner(CFP®), a Certified Public Accountant/Personal Financial Specialist(CPA/PFS).

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Sax Wealth Advisors LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships.

As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, Sax Wealth Advisors provides a wide range of strategies and services to help you reach your financial goals at every stage of life.

Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. As an independent investment advisor, we are able to provide objective advice focused solely on your priorities and goals, and never on selling propitiatory investment products.

Our Mission
Sax Wealth Advisors is committed to being our clients’ most valued advisor by understanding their Vision and providing solutions that meet their expectations to assure their success. We are dedicated to continually building a great firm that attracts, develops, excites and retains exceptional people.

Our Approach
Sax Wealth Advisors takes an academic, research-based approach to accumulating, protecting and transferring your wealth. Utilizing passive asset class investing and broad global diversification practices, this proven technique offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system, without compromising on value or results.

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