Since 2000
Phillip Wallace
Founder & Wealth Advisor
Phillip Wallace founded Wallace Financial Group on a foundation of faith, family, and genuine care for the people he serves. For over 25 years, he has helped families in his community build lasting financial security — not just for themselves, but for the generations that follow.
[email protected]About Phillip
Phillip Wallace's approach to financial advising is rooted in something deeper than numbers — it's rooted in faith. He believes that the resources entrusted to each family are a gift, and that stewarding them wisely is both a responsibility and a privilege. That conviction has guided every client relationship he has built over more than two decades in the industry.
Family is at the center of everything Phillip does. As a husband and father, he understands firsthand what it means to plan for the people you love — to protect what you've built, prepare for the unexpected, and leave something meaningful behind. That personal perspective shapes the way he listens to clients and the care he brings to every recommendation.
Phillip has been an active presence in his community throughout his career — serving, volunteering, and investing in the people and organizations around him. He believes that financial strength, when built on the right foundation, has the power to bless not just a single household but an entire community for generations to come.
Areas of Focus
- Retirement income planning
- Investment portfolio management
- Estate and wealth transfer strategies
- Risk management and insurance planning
- Business owner financial planning
Check the background of Phillip Wallace on FINRA's BrokerCheck
Work With Phillip
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- Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org).
- Investment advice offered through Wallace Financial Group, registered investment advisors. Wallace Financial Group is a separate entity from LPL Financial.
- The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- www.lpl.com/CRS