But Wait!

If It’s Really All About Clients, Then Why Is The Firm Named After The Owner?

Fair question. Most financial firms are named after mountains or trees, and honestly, we respect the commitment to the bit. Trees grow. Mountains endure. Very inspiring. We just decided if we're going to ask families to trust us with everything they've built, we should put our actual name on it.

Phibbs is a family name. And family is everything to us. The clients we serve are family-focused people. They've spent decades building something worth protecting. They deserve a firm that picks up the phone, knows their story, and genuinely cares that they experience the retirement they deserve.

We believe the golden rule still matters: treat people the way you want to be treated. That value is getting harder to find. We're determined to be a place that still lives by it.

A name also carries weight. It takes years to build a great reputation and only a moment to destroy one. When your name is on the door, you can't hide from that. Every decision we make, every recommendation we give, every client we serve reflects on that name. That keeps us honest. That keeps us sharp. That keeps us proud of the work we do.

So yes, the name is Phibbs Financial, and we’re proud to say that we are a firm that is accountable to its name, grounded in doing the right thing, and built to treat every client like family.

Trevor Phibbs, CFP®

My name is Trevor, and if you want the quick version: I'm a husband, dad, CFP®, and financial advisor who genuinely loves what he does for a living.

The longer version is a little more interesting. I started out as a sports writer, spending several years covering football, basketball, golf, and wrestling. I loved the storytelling, the competition, and watching people push themselves to do something remarkable. What I didn't anticipate was that life would get expensive fast. Marriage, a home, kids on the way, and a bank account that couldn't keep up forced me to start paying serious attention to money. Not because someone told me to, but because I had to.

That necessity turned into an obsession, and somewhere along the way I realized I didn't just want to get my own financial life right. I wanted to help other people get the most out of the money they had worked so hard to build.

Having graduated from the University of Utah before finance, I eventually found my way to the financial planning program at the Terry College of Business at the University of Georgia, earned my CFP® designation, and built Phibbs Financial around one simple idea: treat people the way you want to be treated.

Outside the office, I'm married to my best friend Kayla, who is an absolute monster on the Peloton, and we have two boys, Hudson and Beckett, who are my greatest source of pride.

During football season I am essentially furniture, parked on the couch and watching every game. My boys and I collect sports cards together, still hunting our first downtown card. I have a genuine weakness for a cheeseburger combo meal, and although I’d be the worst player in the history of the show, I do love watching Survivor.

Beyond serving clients, I regularly speak at conferences for financial advisors on building sustainable businesses and implementing retirement planning the right way. It's work I care about, because the more advisors who do this well, the better off everyone is.

So, after years watching athletes do something remarkable and writing about it for a living, it turns out I never stopped loving that part. The scoreboard just looks different now. It's a client taking that trip they've been putting off for twenty years, or retiring on a Friday and actually sleeping soundly by Saturday, and I wouldn’t change it for the world.

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