Our Firm

"Michael Phillips Black Brings Clarity to your Financial Vision"

Financial Planning is an important step, and, as you know, it is vital for you to fully prepare financially for your future. Working with the right person is equally important and will dictate your level of confidence and commitment. I hope you will find the trust in me that so many of my clients share. With over 20 years of professional experience, I believe it is the level of personal service that separates our firm from the crowd.

Due to the service and professional commitment we provide to every client we limit new aggregate accounts to $500,000 or more.

We have a few important ingredients in our blend of service that you may appreciate:

*Your financial best interest always comes first.

*Our investment vehicles have gone through extensive research by our firm and due diligence team to the extent of visiting locations and meeting the management of many of the investments we recommend.

*By remaining independent of the investments we recommend, we can provide an un-biased selection of investment vehicles that would not be possible in a large brokerage firm environment.

*A Plan: a written financial map that details what must be accomplished for you to meet your financial goals.

*Follow-up. We try to keep in touch, and if 90 days pass, we know it is our turn to make a phone call to give you the opportunity to talk about your plan, current situation or schedule a review. The foundation of our business is client relationships. If there is anything we can do to make your financial life successful, we are here to accommodate you. We work with you every step of the way in building a model plan that will meet your individual goals.

We believe that building the correct team of professionals is crucial to your financial success. We work closely with other professionals in different disciplines to make sure all areas of your financial world are addressed. This team approach allows all professionals to contribute their perspectives to any issues that arise.

Our belief is that you should feel comfortable within your financial world.

We look forward to the opportunity of working with you!
Michael Phillips Black, CFP, CDFA

MEET THE TEAM

MICHAEL P. BLACK
Certified Financial Planner
Certified Divorce Financial Analyst
Certified Worksite Instructor

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 licensed professional financial planner, he also holds licenses in both life and health insurance in addition to his securities licenses. Michael is a Certified Financial Planner™ and holds membership in the Financial Planning Association. Michael is a Certified Divorce Financial Analyst and a member of the Institute of Divorce Financial Analysts (previously the Institute of Certified Divorce Planning).

Michael is a frequent lecturer on financial topics both locally and nationally. He has been featured in the Wall Street Journal, Forbes, Money, Men’s Health, among others, and is a regular contributor to the Arizona Republic. He is a regular Financial Expert on Fox News 10, ABC 15, Sonoran Living Arizona Family News Channel 3, and the nationally broadcasted Nightly Business Report and The Financial Advisors on PBS.

Michael graduated from the University of Arizona, where he majored in both Accounting and Finance, and from the Investment Training Institute. He also has achieved designations as a Certified Financial Planner from the College for Financial Planning, Certified Divorce Financial Analyst from the Institute for Divorce Financial Analysts.
Michael is married and has 4 children. He is an avid boater and has worked as a delivery captain, delivering small yachts trans-Atlantically throughout the eastern seaboard and the Mediterranean.

JULIE BERRY

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 Customer Service, Processing Client Trades, Managing Client Database and Reporting Websites , and Maintaining the Investment Needs of Individual Clients. She has worked in the financial planning industry for seventeen years and has contributed her extensive experience and understanding of the industry to this firm. She is a Certified Public Notary and currently holds a 63 Securities license. Julie is an honest team player who enjoys hard work both in and out of the office. She graduated from Southern Illinois University, where she was chosen as an ambassador to Beijing, China, and attended the University of San Jose, Costa Rica. She is a former collegiate soccer player who continues to play and wife and a mother of one who enjoys spending time with her family.

ALLIANCE PARTNERS
 

We describe our firm as a PROFESSIONAL FINANCIAL PLANNING ASSOCIATION. We view ourselves as an association of financial professionals, beyond our independent firm. We have aligned ourselves with the Law Firm of Bregman & Burt to provide estate planning and general legal planning, along with divorce planning. We have also aligned ourselves with several CPA Firms, to provide tax planning and preparation. We have had a long standing relationship with Henry & Horne, CPA’s, specifically with Mark Eberle, Managing Partner, regarding client accounting and tax issues. We have also developed a close relationship with the Family Mediation Center consisting of two Attorneys. This has become very beneficial in our divorce planning practice.

 Due to our writing and speaking endeavors (to the general public, radio and television), we build alliances with our investment product providers. I have spoken to the public and various professions on behalf of Scudder Investments, Inland Real Estate Company, Atlas Energy Corporation, Provident Mutual Life Insurance Company, Protective Life Insurance Company and Guardian Life Insurance Company.

 Michael Black, CFP, CDFA, is an Associated Member of The Investment Advisors, a division of ProEquities, Inc. ProEquities is a Registered Investment Advisor and a Registered Broker/Dealer with the Securities and Exchange Commission, and is a member of the Financial Industry Regulatory Authority, Inc. and SIPC. Michael also holds memberships in the International Association for Financial Planning, the Institute for Certified Financial Planners, the Institute for Divorce Financial Analysts, and the National Association of Life Underwriters.


For more information, please contact us at:

MICHAEL PHILLIPS BLACK
WEALTH MANAGEMENT
7520 East Second Street, Suite 7
Scottsdale, Arizona 85251
(480) 425-0154, FAX (480) 874-1558
E-mail: MPBWM@MPBlack.com