Phil Schlaepfer: Nationally Recognized Wealth Management Advisor


Phil Schlaepfer is an award-winning wealth management advisor with more than three decades of experience in the financial industry. Schlaepfer started his career at Merrill Lynch in 1984, shortly after receiving two degrees (international relations and general engineering) from the United States Naval Academy. Schlaepfer worked hard to educate himself on investing, finance and wealth management, earning national recognition along the way.
Awards and Recognition
Since beginning his career, Phil Schlaepfer has been honored by Barron’s as one of America’s Top 100 Financial Advisors 12 times. In 2019, Schlaepfer was named to Barron’s Advisor Hall of Fame and earned recognition as one of America's Top 1,200 Financial Advisors for the fifth year in a row. With the help of his top performing team, Schlaepfer continues to exceed client expectations. 
Schlaepfer and his team were also recognized as one of Barron’s Top 100 Advisors, Top 50 Private Wealth Teams, and Top 50 Institutional Consultant Teams in 2020.

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