Gregory
Phillips

Grove Point Advisors, LLC

CRD#2687282
Investment Advisor
in Irwin, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gregory Phillips is a financial advisor based in Irwin, Pennsylvania, working with Grove Point Advisors, LLC. Gregory has previously held positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc, Phillips Financial Aid Services, and Gregory Phillips - Real Estate 1113 S. Atherton. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Gregory is part of Grove Point Advisors, LLC, which operates out of Irwin, Pennsylvania. The firm has 224 offices and 420 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Grove Point Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Irwin, PA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$2,359,870,084

PA Average: $6,889,882,315
Total Number of Employees

420

PA Average: 45
Total Number of Accounts

9,920

PA Average: 765
Average Account Size

$237,890

PA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Phillips Work History

2021 - Present (3 years)

Grove Point Advisors, LLC

2021 - Present (3 years)

Grove Point Investments, LLC

1997 - Present (27 years)

Phillips Financial Aid Services

2014 - 2022 (8 years)

Gregory Phillips - Real Estate 1113 S. Atherton

2006 - 2021 (15 years)

H. Beck, Inc

Disclosures

Please visit the SEC profile of Gregory Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Grove Point Advisors, LLC

Joseph Garner
Delmar, DE
Nick Twentyfive
Victor, NY
Tyler Baker
Dover, PA
Jeremy King
Rockville, MD
Robert Baker
Rockville, MD
Kyle Braender
Trenton, NJ
Thomas Mclaughlin
Radnor, PA
Steven Morgan
Rockville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started