Our Services

A highly educated, experienced and credentialed wealth management advisor, Philippe has pursued a path of rigorous industry training throughout an impressive career that has spanned four decades and three generations of clients’ families he continues to serve today.

Philippe has earned the CFP® certification, the CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc.

Since launching his financial services career in 1979, Philippe has worked at several leading institutions – as a Trust Investment Officer, Portfolio Manager, Analyst, and Financial Advisor. Philippe joined Peritus Wealth Management in 2023, and brings clients a wealth of experience and perspectives. Having guided generations of clients through all types of market conditions, Philippe feels privileged to help clients take a long-term view on preserving and growing the wealth they’ve worked hard to accumulate.

Outside of the office, Philippe enjoys hiking, cooking, nature, and spending time with his wife, Judith Crittenden (a prominent divorce attorney) at their mountain home in Mentone, Alabama. He and Judith reside in Birmingham. Active in the community, Philippe is a member of the Executive Committee of Leadership Birmingham, a long-time member and past President of the Birmingham Rotary Club, a former board member of Birmingham Aids Outreach (BAO), a former board member of Living in Limbo, and participates with the YWCA. Philippe is also involved in several smaller local arts and cultural organizations. Philippe “graduated twice” from Lehigh University, with a Bachelor’s degree and an MBA.

Julie has spent more than 25 years in the industry – as a financial advisor, in compliance, and operations and in 2019, she earned the CDFA® designation from The Institute for Divorce Financial Analysts.  She joined Peritus Wealth Management in 2023.

Julie considers herself a results-oriented advisor and focuses on helping clients meet their most cherished goals, rather than arbitrary industry benchmarks. Julie believes that a simple explanation should accompany each recommendation – regardless of its complexity. In addition to working closely with clients and their families, she often coordinates with their CPAs and attorneys to align tax-minimization and estate planning strategies.

A graduate of Jacksonville State University, Julie has a Bachelor’s degree in Theater and Communication. She and her husband, Eric, live in Trussville with their two children. Among Julie’s passions are family time spent together at their home on Smith Lake, singing in the church choir, visiting her daughter at Auburn, and watching her son play baseball.   Julie is also an elder at Cahaba Springs Presbyterian Church and helps serve the surrounding communities to address needs and offer mission work. She assists at the Men’s Firehouse Shelter, the Presbyterian Home for Children.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.