Guy McPhail (CFP®, CPA/PFS)

Guy McPhail focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

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Guy McPhail is Head of the Pennington office of Sax Wealth Advisors – a fee-only, independent financial advisory firm with over $1 billion of assets under management.

Guy McPhail is a seasoned family and small business wealth advisor with over 25 years of experience providing financial solutions, including financial planning, discretionary portfolio management and proactive tax planning.

Guy has written a number of articles on financial planning, investments, and income taxes. He has been featured in publications such as Entrepreneur Magazine, MSNBC, Fox Business, New Jersey Star Ledger, New Jersey Life, Mutual Fund Magazine, New Jersey CPA Magazine, Medical Economics, Worth, Small Business Review, FiLIfe in partnership with the Wall St. Journal, and more.

Guy was co-author of the Amazon best-selling book, “Tax Breaks of the Rich and Famous”, which discusses the techniques to save taxes for small business owners.

Guy was leader of the New NJCPA’s Financial Planning Interest Group, he consults and leads webinars at the New Jersey Small Business Development Center and is on the faculty of LawLine where he instructs attorneys on tax laws and other financial matters.

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Additional Information

Guy is a member of The American Institute of Certified Public Accountants (AICPA), and The New Jersey Society of Certified Public Accountants (NJSPCA). Guy also participates with the Princeton Regional Chamber of Commerce and serves on the board of the Pennington, NJ Economic Development Commission, The Pennington Business and Professional Association (PABA) and Friends of Alouette International.

NAPFA Start Date

February 07, 2008

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