Ask a parent or grandparent, "Are providing opportunities to pursue degrees, new experiences and comfort to your family important?" The look on their face alone tells you everything. Every day, we have the pleasure of hearing our clients' dreams for themselves and who matters most.
As a CFP® professional, I am required to act in your best interest. All our relationships start with discovering who and what is important to you. We have an established process in place to document how your assets are organized, growing and protected, and how they will provide an income or legacy. After developing a strategy, we partner with you for life and meet regularly to make sure you stay on track.
Markets grabbed my attention through studies at The Ohio State University's Fisher College of Business, where my focus was in economics, and while attaining my CFP® certification. I joined the firm in 2013, and truly enjoy the opportunity to serve our clients. My favorite part about what we do is the special bond we form with individuals and families over the years.
Outside of the office, I live in Delaware with my wife, Stephanie, and our son. In our free time, we enjoy being outdoors, cooking and spending time with our large family. When not with family, I'm probably exploring nature and pursuing my passion of bowhunting and archery. I'm also very involved in the Rotary Club of Delaware as president-nominee.
Justine, our office administrator, also lives in Delaware with her two daughters. Justine joined our office in 2017 and ensures the best experience for all our clients. Outside of the office, she serves as varsity cheerleading coach for Delaware Hayes High School.
Together, we best serve those needing a future or current income strategy in retirement or legacy planning, and households with busy professionals balancing multiple goals. We prefer to meet in person, but to accommodate your situation we can provide all services virtually at the highest level.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Charitable Giving
My Personal Interests
- Active Lifestyle
- Culinary Arts
- Personal Fitness
Office Address3769 Columbus Pike Ste 120
Delaware, OH 43015
Phone NumberPhilip J Ulery at (740) 549-0459
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More