Phillip B. White & Company

At PB White & Co., our primary goal is to provide you with comprehensive, holistic services to help you align your finances with your values and lifestyle goals. We believe the best way to pursue that goal is to engage the CFP® 7 Step Comprehensive Financial Planning Process as it is honest, transparent, comprehensive and, most importantly, effective. As a CFP® professional, each certified member of the PB White & Co. team undergoes extensive ongoing training in critical financial planning areas as well as a rigorous ethics requirement ensuring that we act as a fiduciary.