Approach Retirement Advisors, LLC
Fee-Only financial planner located in Pensacola and Navarre, Florida, serving clients locally and across the country.
Phillip Walker is a Pensacola and Navarre, FL fee-only financial planner. Approach Retirement Advisors, LLC provides comprehensive and objective wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Phillip Walker is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Phil Walker, CFP®, JD is a Partner and Financial Advisor at Approach Retirement Advisors.
My desire to help empower people to live life to the fullest has always been a driving force behind my career choices.
After graduating from the University of Kentucky in 1992, I had the opportunity to work with a highly respected international accounting firm. I later moved on to study law, graduating from Cumberland School of Law in 1999. I was then blessed to spend nearly a decade working with an Alabama law firm full of wonderful people and exceptional lawyers. However, most of my work as an accountant and lawyer was backward-looking. I was helping clients deal with the consequences of decisions already made and actions previously taken, rather than assisting them in making the best choices for their present and future.
This passion for helping clients address issues proactively, rather than reactively, led me out of law and into the field of financial planning and wealth management in 2009. I attained my CERTIFIED FINANCIAL PLANNER™ accreditation and began my new career earnestly.
One of the most gratifying parts of my job is when I help clients navigate choices they didn’t even know existed. After spending years as an accountant and lawyer advising clients how to make the best of events and decisions that had already occurred, it was, and still is, a pleasure to invest every day helping clients shape their financial future.
On August 1, 2021, I merged Walker Wealth Advisors, LLC with McClain Lovejoy Financial Planning, LLC to form Approach Retirement Advisors, LLC.
I am honored that I am able to provide retirement planning and wealth management in Pensacola and Navarre, Florida. I live in Pensacola with my wife Susie and our two beautiful children. Susie is a proud native of our beautiful area. We enjoy raising our family in the Florida Panhandle, and we delight in its development into a thriving region where people of all ages - including our children - can pursue and realize their dreams.
Phillip Walker 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.
We’re an independent, fee-only retirement planning firm with offices in Birmingham, Pensacola, and Navarre. As fiduciaries, our goal is to help you plan and transition into a successful, secure, and meaningful retirement.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Phillip Walker 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.
Phillip Walker 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 Phillip Walker
3 W Garden St
Pensacola, FL 32502
7552 Navarre Pkwy
Navarre, FL 32566