Philip Searcy helps individuals and organizations build, manage, and sustain wealth through thoughtful, client-focused investment planning. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and collaborates with Senior Financial Advisor, Mark Roberts, CFP®, to ensure clients receive high-quality service that blends established financial planning expertise with direct, personal guidance.

Philip blends a passion for promoting others' well-being through financial stewardship with an analytical, problem-solving nature shaped by his engineering background. Before transitioning into finance, Philip spent a decade in roles with the U.S. Army Aviation & Missile Center and GE Aerospace, leading complex projects in manufacturing, quality, and supply chain management. He graduated Magna Cum Laude from Auburn University with a degree in Industrial and Systems Engineering and has completed graduate-level coursework in supply chain management through MITx and in business and finance at the University of Alabama in Huntsville.

Philip’s approach flows from his belief in openhanded generosity—a way of living that emphasizes meaningful participation in relationships and communities. He knows that life and markets are complex, and he strives to help clients stay ahead of economic shifts so they can confidently lead their businesses and provide for their families, making informed financial decisions amid worldly uncertainty.

Philip and his wife, Maddie, live in Huntsville with their daughter, Annie, and golden retriever, Rory.

Learn More About Mark