- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Pensacola, FL 32502
Phillip Walker is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Phil began his career in financial services in 1992 upon receiving his accounting degree from the University of Kentucky (BS, with high distinction, 1992) at which time he began working as an accountant with a national CPA firm. Phil later narrowed his focus to working with physicians as a financial manager of a national medical management firm. Phil went on to earn his law degree from Cumberland School of Law at Samford University (Cum Laude, 1999) and his Masters of Business Administration from Samford University (1999). After graduating from law school, Phil enjoyed a wide-ranging business and tax law practice for nearly ten years with the Birmingham-based law firm of Cabaniss, Johnston, Gardner, Dumas & O’Neal LLP.
In 2009, Phil left his law practice to begin working with another Pensacola-based financial advisory firm. After several years, Phil formed Walker Advisors to focus on providing independent, fee-only wealth management services to individuals and families. As a CERTIFIED FINANCIAL PLANNER™, Phil continues to build on his 20-plus years of providing professional advice and fulfill his passion of helping clients obtain clarity and confidence concerning their financial and retirement future.