Guy McPhail

CFP®, CTC, CPA/PFS

SAX Wealth Advisors, LLC

Financial Advisor

Guy McPhail

CFP®, CTC, CPA/PFS

SAX Wealth Advisors, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Guy McPhail, CFP®, CTC, CPA/PFS

609-737-6600

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

Guy McPhail is a Pennington, NJ fee-only financial planner. SAX Wealth Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Guy McPhail is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Guy is Partner-in-Charge of the firm’s Pennington NJ 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 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 has written a number of articles on financial planning, investments and income taxes and is co-author of the Amazon best-selling book, “Tax Breaks of the Rich and Famous” which discusses techniques on how small business owners can save on taxes.

Guy was 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 informs attorneys on tax laws and other financial matters.

Guy is a CERTIFIED FINANCIAL PLANER™ practitioner, and Certified Public Accountant/Personal Financial Specialist(CPA/PFS). 

In the News

  • 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

Community

  • 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 McPhail is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Guy McPhail is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Guy McPhail is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Guy McPhail

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Office Locations:

  • 10 South Main Street
    Pennington, NJ 08534

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