Justin Phillips, CPA, CFP®, CVA
With nearly 20 years of experience in finance, taxation, and strategic business planning, Justin Phillips serves as the CFO and Director of Tax and Business Services at Family Legacy.
Justin specializes in developing tailored tax strategies, and guiding individuals and businesses through complex financial decisions with clarity and confidence. As a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®), he brings a comprehensive and credentialed perspective to every client relationship.
Outside of work, Justin enjoys watching Premier League soccer and spending quality time with his wife and two sons.
services
| Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning. |
Invest for What Matters
"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."
-- Christopher A. Brown, CPA, PFS, CFP®
contact
Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?
Family Legacy, Inc
900 Pendleton Street, Suite 200, Greenville, SC 29601
P.O. Box 2545, Greenville, SC 29602
PHONE: 864.233.0808 | FAX: 864.370.1713
Disclaimer
Family Legacy, Inc. is a Registered Investment Adviser. This website is intended as an overview of services provided by Family Legacy, Inc. Please do not interpret anything in our site or any referenced links as a specific strategy or recommendation to your specific financial plan. We encourage you to contact one of our professionals with any questions related to your individual situation. Thank you for taking the time to visit our site and learn more about what we do.
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