Phil Adra CFP®, CPA, CLU®

Phil delivers comprehensive financial security planning to individuals, families, and business owners by building tax advantaged wealth accumulation strategies that also address the short and long-term risks that can interrupt your cash flow. Conversations with his clients typically revolve around putting together a long-term financial game plan that encompasses managing investments, mitigating risk, and saving money tax efficiently.


Get In Touch

We're always available to help out, get in touch with us any time, or shoot us an email.

Thank you for contacting us, we'll get back to you shortly.

Sorry, we are unable to send your message at the moment. Please try again later.