Phillip Walker (CFP®, JD, MBA)

Phillip Walker focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Medical Professionals
  • Tax Planning

Planning Specialties

Approach Retirement Advisors, LLC is a fee-only wealth management firm headquartered in Pensacola, Florida.

At Approach Retirement Advisors, LLC, we take a broad-based approach to providing our clients with wealth management services that address the concerns of their personal and retirement planning. Because investment management is our expertise, we first focus on the investment aspect of wealth management.  We do this through focusing on portfolio performance analysis, risk evaluation, asset allocation, cost assessment and tax impact.  Over time, we also will assist you with tax mitigation, cash-flow planning, succession planning, effectively transferring wealth, risk mitigation and charitable giving, if desired.

NAPFA Start Date

December 28, 2009


This Office

3 W. Garden Street; Suite 710 Pensacola, FL 32502 Phone: (850) 316-8871 Fax: (850) 316-8872

Other Offices

7552 Navarre Parkway # 25 Navarre, FL 32566-7308 Phone: (850) 316-8873
3928 Cypress Drive Suite 150 Vestavia, AL 35243 Phone: (205) 588-8637 Fax: (815) 550-2021