Meet Phillip

Helping individuals and families pursue their ideal retirements.

Phillip Shaw, CFP®


With a passion for retirement and income planning, Phillip Shaw entered the financial planning industry after meeting people who lacked access to well-informed and unbiased advice. He saw people making decisions that would adversely affect their financial future and vowed to become a resource to help others. He takes pride in taking the time to understand his clients’ goals and concerns, creating tailored solutions that will help them be on track for the financial future they dream of, and ensuring they understand how they will get there.

Phillip is a fiduciary who holds an Illinois life & health insurance license, has passed his Series 7, 65 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP©). As an Investment Advisor Representative (IAR) and a fiduciary, he is required by law to act in his clients’ best interest, a task he doesn’t take lightly. He earned a degree in business management and organizational leadership, along with a minor in economics from Illinois State University.

Schedule a Meeting With Phillip

It’s important to feel you have control over your future. We offer our knowledge and experience to help you design your own strategy for financial independence. Schedule your complimentary consultation online today. Click "Continue" Below to get started.


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Please feel free to contact us at or call us at (630) 620-9300 today!

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