Philip Wallin

CPA, CFP®

Atlas Financial

Founder & Lead Advisor

Philip Wallin

CPA, CFP®

Atlas Financial

Founder & Lead Advisor

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Philip Wallin, CPA, CFP®

Philip Wallin is a Richmond, VA financial advisor and investment manager. Atlas Financial specializes in financial planning, tax planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Philip Wallin is a fiduciary financial planner.

Philip Wallin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™. He launched Atlas Financial to enhance and streamline the financial lives of successful individuals, families, and business owners.

All-in-one advisors are the future of the wealth planning industry. Simplifying the process by eliminating multiple agents — a CPA, insurance advisor, investment advisor, financial planner, etc. — makes managing your finances easier, clearer and more effective.

Philip has dedicated his career to the finance and accounting industries. Starting his career in Chicago with Big 4 accounting firm KPMG over ten years ago, he established a solid accounting foundation by working with several Fortune 1000 companies. Yearning to work more directly with stakeholders, Philip made the jump to a high-paced private wealth management firm in Richmond, Virginia and focused on assisting high net worth individuals and families. Within 3 years, Philip was managing relationships with many prominent Richmond and Fredericksburg families. In addition to his relationship management role, Philip also oversaw the tax department and served as resident expert on complex tax and retirement planning strategies.

Working with people to help them define and achieve their goals brings Philip the greatest professional satisfaction. Whether assisting a young lawyer starting his career or advising a seasoned business owner selling his business, Philip is proud to call himself a fee-only financial advisor, providing independent, unbiased assistance in the areas of financial planning, investments, and tax.

Philip received his Master of Accounting and BS in Business Administration as an out-of-state entrant to the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. As an undergraduate, Philip balanced his busy class schedule with his roles as a member of the Varsity Men’s Swim Team and Kappa Sigma Fraternity.

While in the pool, Philip met the love of his life, Whitney, a Richmond, Virginia native. Originally from East Grand Rapids, Michigan, Philip cherishes his summer and holiday visits home to see family. Philip, his wife, their two young boys, newly added baby girl, and an energetic boxer reside in Richmond’s West End.

Philip Wallin's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

Atlas Financial specializes in providing fee-only financial planning, investment management, and tax services to individuals, families, and business owners.

Our all-inclusive approach provides a clear overview of your financial potential and gives you the comprehensive support necessary for peak success.

We build lasting relationships that thrive on the attainment of personal and financial goals. Wherever you see yourself going, Atlas will get you there.

Whether you’re just getting started or have sophisticated wealth planning needs, Atlas provides independent, unbiased advice along the way.

As your wealth planning partner, Atlas combines our financial planning, investing, and tax knowledge to provide you with the all-in-one Atlas Experience.  Simplifying the process by eliminating multiple agents — a CPA, insurance consultant, investment advisor, financial planner, etc. — makes managing your finances easier, clearer, and more effective.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Tax Planning and Preparation
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • One-Time Reviews
  • Annual Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Philip Wallin is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Philip Wallin is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Philip Wallin is a Certified Public Account (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

  • Alliance of Comprehensive Planners
    Philip Wallin is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

  • XY Planning Network
    Philip Wallin is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Philip Wallin is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Philip Wallin

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 114 N 3rd Street
    Richmond, VA 23219

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser