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Philip R. Zeigler, CFP, MSFS

Philip R. Zeigler, CFP, MSFS

Founder and CEO

Philip Zeigler was born and raised in Wilmington, Ohio. He is a graduate of Wilmington High School and earned a Bachelor of Science degree in Financial Services from Wright State University. He received a Masters of Science in Financial Services graduate degree from The American College. Phil is a CERTIFIED FINANCIAL PLANNER™ professional and he has achieved a certificate as a Retirement Planning Specialist from the Wharton School at the University of Pennsylvania. 

Phil began his career in the financial services industry in 2001 and during his career Phil has distinguished himself as an elite advisor. He has achieved several production awards including, the Mid America Associate of the Year in 2022, 2021, 2020, the Ohio Valley Associate of the Year in 2019, 2018, 2014, the Order of Excalibur, and Hallmark VII, five times Silver Eagle, and five times Bronze Eagle. Phil was inducted into Equitable's Hall of Fame in 2013.

Phil contributes many hours to his local community through various civic and charitable organizations including The Church of Jesus Christ of Latter-day Saints.

Phil and his wife Mindy live in Wilmington and have four children, Ella, Preston, Brennen, and Griffin.  Phil is an avid golfer and loves traveling to experience some of the world's top golf courses.


CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.