Phil Webb, ChFC®, CLU®

Phil Webb, ChFC®, CLU®

Phil Webb, ChFC®, CLU®

Financial Coach

Phil Webb is a financial coach with unique expertise encompassing estate, retirement, business, insurance and financial planning to create well-rounded investment strategies for individuals, families and businesses. Phil is an Investment Advisor Representative and brings rich experience, multiple professional designations and his “efficient and effective” philosophy.

Phil is recognized by the National Association of Estate Planners and Councils (NAEPC) with the distinctive professional designation of Accredited Estate Planner (AEP)® as well as past service as a national board member. His additional credentials include Chartered Financial Consultant (ChFC)® and Chartered Life Underwriter (CLU)®. He is a sought-after national speaker and advisor in the areas of business succession, retirement and estate planning.

In 2017, Phil was invited to join Matson Money, Inc., an elite group of Financial Coaches, where he has received intensive training as part of Matson’s Brand Ambassador Program (an elite group of American Dream Experience Leaders) – based on Nobel prize winning and academic principles – in order to provide his clients with customized, comprehensive analysis and portfolio planning using unique tools.

Using Matson Money’s “Matson Method” approach to investing, combined with his 40-plus years of financial planning expertise, Phil helps his clients understand and set proper investing expectations. He advises and coaches clients in setting and tracking their current and lifelong goals, while they can see and monitor their investments and assets in one place.

Matson Money’s “Matson Method” approach supports Phil’s deep personal desire to do what’s best for his clients, based on their individual vision, goals and ”True Purpose for Money.” This commitment to helping people is also reflected in Phil’s lifelong contributions and leadership in community, faith-based and professional organizations.

Phil is active at First United Methodist Church of Fairhope, where he leads his Sunday school class, serves on the Stephen Ministry Team & Finance Team. He is an active member as Club Service Chairman and Past President of Point Clear Rotary Club, where he received their Distinguished Paul Harris Fellow Award for Leadership, in addition to recently being honored with the Cliff Dochterman Award for his distinguished and dedicated service to and as a leadership role model for Rotary and Boy Scouts of America.

As a Cub Scout, starting at 8 years old, Phil began his lifelong involvement with the Boy Scouts of America and earned his Arrow of Light and Webelos awards; then as a Boy Scout earned his Eagle Scout and God & Country awards. He was active with five sons (all Eagle Scouts) and as a Scoutmaster for 10 years.  He enjoyed the privilege of helping 40 boys become young men as Eagle Scouts. Phil was honored as a Vigil Honor Member of the Order of the Arrow, recognized with the National Outstanding Eagle Scout Award and Silver Beaver Award from the Boy Scouts of America, while serving as President of the Mobile Area Council of Boy Scouts of America from 2014-2016 and continues to be as an Executive Board Member.

“Do a good turn daily” and “Be prepared” are much more than Scouting mottos for Phil and his extended family of Eagle Scouts.

Phil’s professional affiliations and honors include:

  • Point Clear Rotary Club, Past President & Club Service Chairman
  • Estate Planning Council of Mobile, Past President
  • Society of Financial Service Professionals, Past President Mobile Chapter
  • Million Dollar Round Table and Court of the Table
  • Association for Advanced Life Underwriters, Business Insurance & Estate Planning National Committee
  • National Association of Estate Planners and Councils, Board of Directors

Phil earned a Bachelor of Science in Business with a concentration in Management and Finance from Auburn University. After graduating from Auburn University, Phil served as an officer in the US Air Force as a Deputy Squadron Commander.  As a direct result of his experience in the U.S. Air Force as a Management Consultant, in 1975, Phil began his career in financial services.  He earned his Chartered Life Underwriter (CLU)® and Chartered Financial Consultant (ChFC)® professional designations from American College, Bryn Mawr, Pennsylvania.

Phil and his wife, Theresa, and their five sons and their families all live in and around Fairhope, Alabama, where they enjoy spending time with their grandchildren (seven and growing) and attending baseball, soccer, gymnastics, and dance recitals in addition to hunting and fishing.


3636 S. I-10 Service Rd. W., Suite 214
Metairie, LA 70001
Office: (504) 520-8050


1040 Stanton Rd. Suite D
Daphne, AL 36526
Office: (251) 308-0838


2011 SE Twinbridge Circle
Ocala, FL 34471
Office: (352) 306-6155

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