Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Hi, I'm Philip a CERTIFIED FINANCIAL PLANNER ™ and the founder of Elation Wealth, LLC. I started Elation Wealth to help hardworking individuals and families live their best financial life possible.
As a finance professor, I have had the privilege of teaching many students who currently work as financial advisors. My research has been cited by the Wall Street Journal, CNN Money, Reuters, among other well-known media outlets.
Given given my background as a professor, I am knowledgeable and current on trends in financial planning. When I am not teaching, I enjoy helping motivated individuals solve their financial problems. There is no problem too big nor too small
Philip Gibson 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
Elation Wealth is a virtual, fee-only, financial planning, and investment management firm focused on serving young professionals, educators, and baby boomers.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Philip Gibson 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.
Philip Gibson 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.
Philip Gibson is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Philip Gibson
1010 Kenilworth Ave
Charlotte, NC 28204