Greg Phelps

Every one of my clients comes to me with a financial burden on their shoulders. Whether they have lost a spouse, just inherited a windfall, or they simply want to reduce their financial stress, my mission is to solve those problems for them. But I can’t do this without truly understanding what makes them feel happy and secure. That’s why I’ve built my entire career around knowing when to ask questions—and knowing when to listen. Once I understand what’s important to a client, then I can build and manage a plan that allows them to live the meaningful and purposeful life they envision. I’m also dedicated to turning complicated financial concepts into clear insights, helping clients confidently navigate the complexities of the markets.

I’m fueled by a genuine, deep passion to help people achieve their financial goals. Whether it’s helping someone retire early, support a grandchild’s education, or strategically give to the charity of their choice, I find joy in making a meaningful impact. What truly drives me is seeing the relief and happiness on a client’s face when their financial worries are eased. Each success story reminds me why I love what I do—empowering individuals to feel confident about their financial future.