Steven Paul Phillips

Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 05/2022
  Dixon Hughes Goodman Wealth Advisors Llc
  Asheville, NC
• 07/2012 → 04/2021
  Greenleaf Trust
  Kalamazoo, MI
• 06/2022 → 05/2024
  Forvis Wealth Advisors Llc
  Greenville, SC
• 06/2024 → Present
  Forvis Mazars Wealth Advisors Llc
  Greenville, SC

Previous Registrations

• 2021-04-19 → 2022-08-24
  Dixon Hughes Goodman Wealth Advisors Llc
  Greenville, SC

Designations

• Certified Financial Planner

Other Names

• Steve Paul Phillips
• Steven Phillips