Atlas Financial specializes in providing fee-only financial planning, investment management, and tax services to individuals, families, and business owners.
All-in-one advisors are the future of the wealth planning industry. Simplifying the process by eliminating multiple agents — a CPA, insurance advisor, investment advisor, financial planner, etc. — makes managing your finances easier, clearer and more effective.
PJ has dedicated his career to the finance and accounting industries. Starting his career in Chicago with Big 4 accounting firm KPMG over ten years ago, he established a solid accounting foundation by working with several Fortune 1000 companies. Yearning to work more directly with stakeholders, PJ made the jump to a high-paced private wealth management firm in Richmond, Virginia and focused on assisting high net worth individuals and families. Within 3 years, PJ was managing relationships with many prominent Richmond and Fredericksburg families. In addition to his relationship management role, PJ also oversaw the tax department and served as resident expert on complex tax and retirement planning strategies.
Working with people to help them define and achieve their goals brings PJ the greatest professional satisfaction. Whether assisting a young lawyer starting his career or advising a seasoned business owner selling his business, PJ is proud to call himself a fee-only financial advisor, providing independent, unbiased assistance in the areas of financial planning, investments, and tax.
PJ received his Master of Accounting and BS in Business Administration as an out-of-state entrant to the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. As an undergraduate, PJ balanced his busy class schedule with his roles as a member of the Varsity Men’s Swim Team and Kappa Sigma Fraternity.
While in the pool, PJ met the love of his life, Whitney, a Richmond, Virginia native. Originally from East Grand Rapids, Michigan, PJ cherishes his summer and holiday visits home to see family. PJ, his wife, their two young boys, and an energetic boxer reside in Richmond’s West End.
- Multiple Sclerosis Society – Board Member
- First Baptist Church – Member
- Junior Achievement – Active Volunteer
- First Things First – Daddy Boot Camp Veteran Dad
- Sports Backers – President’s Council Member
- YMCA – Masters Swim Coach
Philip Wallin is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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
Whether you’re just getting started or have sophisticated wealth planning needs, Atlas provides independent, unbiased advice along the way.
As your wealth planning partner, Atlas combines our financial planning, investing, and tax knowledge to provide you with the all-in-one Atlas Experience. Simplifying the process by eliminating multiple agents — a CPA, insurance consultant, investment advisor, financial planner, etc. — makes managing your finances easier, clearer, and more effective.
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 Wallin is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a 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 Wallin 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 Wallin is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Philip Wallin is a Member of the Alliance of Comprehensive Planners (ACP)
Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
Philip Wallin 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.
Philip Wallin is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Contact Philip Wallin
9020 Stony Point Pkwy
Richmond, VA 23235