"Today's investment climate offers various opportunities. My mission is to educate our clients and help guide them through all phases of life to meet their financial goals."
Michael P. Black, CFP®, CDFA®, AIF®
We specialize in developing a comprehensive, cohesive financial strategy that fits our clients unique needs. Our goal is to enable you to meet short-term and long-term objectives.
CFP®, CDFA®, AIF®
CURRICULUM VITAE Michael Black began his career in the Public Accounting field specializing in tax planning for both individuals and businesses. He has since redirected his practice to focus on comprehensive financial planning. As a...
Julie Berry is the Accounts and Clients Service Manager for the firm. She joined Michael Phillips Black Wealth Management in December 1999. Her responsibilities include Spearheading our Smart Planning Platform, Customer Service,...
Marketing / Administrative Assistant
Lisa is the Marketing/Administrative Assistant. She will be working to create marketing campaigns, as well as scheduling appointments and general office duties. Lisa has a strong customer service background as well as having spent the...
Michael P. Black has over 30 years experience as a Certified Financial Planner. He is also a Certified Divorce Financial Analyst. He uses financial practicalities to guide clients through all aspects of life. (Required Account Minimum of $500,000)