Phil Walker, CFP®, JD
I’m the founder of Walker Wealth Advisors, LLC, a firm created to help clients gain the confidence and peace of mind that comes through preparation and awareness.
My desire to help empower people to live life to the fullest has always been a driving force behind my career choices. After graduating from college in 1992, I had the opportunity to work with a highly respected international accounting firm. The seed of my love for client service was planted here, but I didn’t yet realize how it would grow. After accounting, I moved on to study law, graduating in 1999. I was then blessed to spend nearly a decade working with one of the most prestigious law firms in Alabama. However, most of my work as an accountant and lawyer was backward-looking. I was helping clients deal with the consequences of decisions already made and actions previously taken, rather than assisting them in making the best choices for their present and future.
This passion to help clients address issues proactively, rather than reactively, continued to grow. Eventually, the seed sown back in my accountancy days began to blossom, leading me out of law and into the field of financial planning in 2009. I attained my CERTIFIED FINANCIAL PLANNER™ accreditation and began my new career with earnest.
One of the most gratifying parts of my job is when I help clients realize that they have choices they didn’t even know existed.
After spending years as an accountant and lawyer advising clients how to make the best of events and decisions that had already occurred, it was, and still is, a pleasure to invest every day helping clients shape their financial future. I worked with a local investment management firm specializing in company retirement plans and individuals, but realized that in order to do my most meaningful work I needed to start my own firm.
I founded Walker Wealth Advisors to provide a fee-only option exclusively for individuals and families. This allows me to dive more deeply into the issues and financial choices that affect us all. No advisor can be all things to all people, and the needs of company retirement plans can be very different. This specific focus has allowed me to expand the breadth and depth of services that I offer to clients, empowering them to make the best financial choices for their own unique situations.
I am honored that I’ve been able to establish my firm in Pensacola, where I live with my wife Susie, a proud native of our beautiful area. We’ve enjoyed putting down our roots in Pensacola as we enjoy its development into a thriving town where people of all ages can pursue and realize their dreams.
My mission is to empower clients to make the best financial decisions for them. By helping them gain the confidence a strong financial foundation offers, clients can focus on living their lives and pursuing their dreams. My goal is to offer honest and authentic guidance and support to enable each client to embrace their finances in a way they can enjoy and take pride in.
I love helping clients make well-informed, intentional financial decisions that are tailored to their unique goals, resources and risk tolerances. One of the most gratifying parts of my job is when I help clients realize that they have choices they didn’t even know existed. Opening their eyes to opportunity, and watching them move forward with confidence brings meaning and joy to my work.