About

Philip is the Managing Principal and Wealth Planner at Avodah Wealth Advisors, an independent advisory firm based in Pompano Beach, FL. Avodah Wealth provides holistic financial planning and investment management services tailored to the unique needs of business owners and families.

With a deep commitment to serving as a trusted advocate, Philip offers objective advice and comprehensive guidance across all aspects of his clients’ financial lives—empowering them to make wise financial decisions and experience lasting peace of mind. His practice primarily focuses on retirement income planning strategies for individuals transitioning into the decumulation phase of life.

Philip holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, demonstrating his adherence to rigorous standards in education, examination, experience, and ethics. He is also a Certified Kingdom Advisor® (CKA®), a credential that affirms his dedication to integrating biblical stewardship and ethical financial counsel. Additionally, he is a Retirement Income Certified Professional® (RICP®), having completed the industry’s most comprehensive curriculum for creating sustainable retirement income strategies. Philip also maintains his Series 66 registration and Life, Health & Variable Annuity licenses.

A summa cum laude graduate of Palm Beach Atlantic University with a B.S. in Accounting, Philip is deeply invested in his community. He has served on the boards of Westminster Academy, Peter Blum YMCA of South Palm Beach County, the Boca Raton Chamber of Commerce, PULSE Young Professionals Group, and Coral Ridge Presbyterian Church. He is also the founder of the Piedt Family Swim Scholarship, which promotes drowning prevention and water safety awareness.

Philip lives in Lighthouse Point, Florida, with his wife Megan, his high school sweetheart, and their two children, Savannah and Nathanael.

Avodah Wealth is a family-owned firm based in Pompano Beach, FL, built on the belief that money is both personal and sacred. Rooted in biblical stewardship, we see financial advising as more than managing wealth—it’s about aligning financial goals with values, empowering clients to make wise decisions and confidently plan for their future.

With years of experience in the financial services industry, we’ve earned a reputation for making complex financial concepts easy to understand. Our mission is to guide clients in faithful financial stewardship, helping them navigate wealth with wisdom, cultivate generosity, and build a legacy for generations to come.