Phil Lebkuecher

Your Dedicated Partner for Aligning Your Values and Your Money

After just a brief conversation, you’ll quickly understand that my golden retriever holds a special place in my heart, second only to my wife of over 30 years. My dog’s boundless energy, unwavering loyalty, and sincere demeanor inspire me daily to be the best version of myself. It’s why colleagues often refer to me lightheartedly as the “golden retriever” of our team due to my enthusiastic yet genuine approach.

I am deeply invested in my clients’ lives and the significant financial decisions they face. Whether navigating joyful milestones or difficult crossroads, I am committed to being their steadfast partner, diligently seeking out tailored solutions that align with their goals and values. 

With decades of experience as a financial advisor, I’ve found that uncovering one’s “why” – their core values and driving motivations – is pivotal to achieving their objectives. The greater we understand our deeply held beliefs, the better equipped we are to realize our aspirations. This philosophy guides my work as a Behavioral Financial Advisor.

I chose this career path because I’m passionate about empowering individuals and families to attain their life goals through principled financial planning. Over 30 years later, I remain invigorated by helping clients gain clarity and confidence as they map out their financial future. It is immensely gratifying work.

The modern financial landscape provides an abundance of options, which can admittedly breed complexity. There is no universal strategy or product; rather, I collaborate with clients to develop personalized solutions tailored to their unique situations and objectives.

If this purposeful, values-based approach to financial planning resonates with you, I welcome the opportunity to learn more about your story and how I may be of service. My commitment is to provide professional guidance anchored in a sincere understanding of what matters most to you.

Phil’s Top Strength (CliftonStrengths®): Communication – “People exceptionally talented in the Communication theme generally find it easy to put thoughts into words. They are good conversationalists and presenters.”