Josiah Phillips

Josiah Phillips, CFP®, CKA®, MBA

Sr. Financial Planner
Charlotte, NC
A Message from Josiah
josiah.phillips@bluetrust.com
(704) 409.1904
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Josiah Phillips is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Charlotte, North Carolina.

Josiah is a distinguished CERTIFIED FINANCIAL PLANNERTM certificant and Certified Kingdom Advisor®, committed to guiding clients on their financial stewardship journey. With a holistic approach, he evaluates each client’s complete financial landscape, encompassing cash flow, net worth, tax implications, insurance coverage, and estate analysis. Through this comprehensive assessment, Josiah crafts personalized strategies tailored to meet his clients’ unique goals and needs.

Josiah graduated from Liberty University, where he obtained his bachelor’s degree and MBA in Finance.

Beyond his professional endeavors, Josiah is rooted in his community and finds fulfillment in giving back. Actively involved in his local church, he shares his expertise by teaching Financial Peace University, empowering individuals and families to achieve financial stability and peace of mind.

Family is at the core of Josiah’s values, and he cherishes his role as a husband and father to three sons. Josiah enjoys being outdoors in his leisure time through activities such as fishing, soccer, and tennis.

Josiah currently resides on the Charlotte border in Fort Mill, SC.

Testimonials

 
Slide Title

“Like a bright and steady beacon in the midst of a raging storm are our consultants, Michael and Josiah. They firmly adhere to Biblical principles and only tried and true godly wisdom pours forth from their mouths. We have experienced personal/emotional, spiritual and financial growth from our association with them. We are so very grateful to the Lord for leading us to them.”

William & Patricia G.Albany, GA

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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