Philip Gibson
Advisor at XYPN Invest
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
I believe financial planning should feel personal, practical, and empowering, not overwhelming. As a CERTIFIED FINANCIAL PLANNER™ professional with a Ph.D. in Personal Financial Planning, I combine deep academic knowledge with years of real-world advisory experience to help individuals and families make smart, confident financial decisions. On top of that, I value my relationship with my clients. Over the years, I’ve guided professionals, and families through life’s most important financial milestones, planning for retirement, funding education, managing investments, or navigating complex transitions. My approach is grounded in research, but always tailored to your unique goals and values. I take the time to listen, simplify the complex, and create strategies that bring both clarity and peace of mind. Beyond my advisory work, I serve as a professor of finance and associate dean at Winthrop University. Teaching and research keep me sharp, ensuring that the guidance I provide my clients is rooted not just in practice, but also in the latest financial insights.
When I’m not working with clients or teaching, you can usually find me on the tennis court, traveling with my family, or enjoying time outdoors.
Client services
Based on XYPN Invest
Financial planning
Portfolio management
Educational seminars or workshops
Occupation focus
Executive
Educators, Teachers, and Academics
Demographic focus
Gen X (Born 1965-1980)
Immigrants
Fee options
0.4% to 0.95%
$3,000
Location
Indian Land, SC
Most active in
Philip G has reported serving >5 clients in these states in the last 12 months.
South Carolina
Work history
XYPN Invest
2025 - Present (1 year)
Elation Wealth, LLC
2025 - Present (1 year)
Winthrop University
2024 - Present (2 years)
Concurrent Financial Planning, LLC
2024 - Present (2 years)
Wealth Enhancement Advisory Services
2021 - 2024 (3 years)
WEALTH ENHANCEMENT GROUP
2021 - 2024 (3 years)
Winthrop University
2020 - Present (6 years)
Carroll Financial Associates, Inc
2019 - 2021 (2 years)
Winthrop University
2018 - 2020 (2 years)
Elation Wealth
2016 - 2018 (2 years)
Winthrop University
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David H
Series 63, Series 65
Indian Trail, NC
Cornerstone Investment Services, Inc.
Drew W
CFP®, Series 63, Series 65
Charlotte, NC
Ocean Advisors, LLC
Francis C
Series 63, Series 66
Matthews, NC
Double Eagle Partners, LLC
Kirk B
CFP®, PFS™, Series 63
Marvin, NC
Block Wealth Management, Inc
Matthew F
CFP®, CFA®
Charlotte, NC
PB Wealth, LLC
My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.
Robert D
CFP®, ChFC®, Series 63
Matthews, NC
Woodgreen Advisory, LLC
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