Philip Floyd
CFP®, RICP®, CRPC®, CFS
Financial Planner/Principal
With over 25 years of experience in comprehensive financial planning, my mission has always been clear: to serve people with integrity, clarity, and purpose. As a Certified Financial Planner™ (CFP®) Practitioner, I provide guidance across all facets of your financial life—including tax strategies, estate planning, education funding, retirement planning, insurance solutions, and investment management. I believe each element plays an essential role in building a secure and fulfilling future.
My approach is shaped not only by decades in the financial industry but also of my time as an Infantryman in the U.S. Army and firsthand experience navigating two major economic downturns (2000–2003 and 2007–2009). These chapters taught me resilience, discipline, and the importance of strategic preparation—principles I bring to every client relationship. “Hope for the best, plan for the worst”
I believe financial planning should be simple, transparent, and empowering. My goal is to help educate you to better understand your financial picture clearly, make more informed decisions, and confidently pursue the retirement lifestyle you envision.
My wife Natalie and I have been married for over 25 years, and we have twin daughters who are “adulting”. Outside of my faith, family, and friends, now that we are empty nesters, our time is spent traveling, finding new experiences, watching college sports, hiking, and grilling.
Ph: (469) 423-1988
philip@worthassetmgmt.com
As a retired couple, my husband and I are pleased with Worth Asset Management’s handling of our account. We are constantly kept updated on all activity and meet at least twice a year for full reviews. Everyone at Worth Asset Management’s office is professional and friendly. My husband and I will be with them for many more years.
A Trusted Partner for Our Retirement Years
Keep doing what you are doing! Communication is key and I am most happy to say I found the right firm to assist me with my financial planning.
The Right Firm, the Right Communication
The firm is very professional, has very high integrity and really seems to care about what is best for the client.
A Firm That Truly Puts Clients First
I trust them to take care of my finances and I truly believe they care about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
