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
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
I trust him to take care of my finances and I truly believe he cares about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
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.
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
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.
I am happy with the opportunity to work with Philip! If something happens to me, I know that my wife can trust the advice she receives from Philip to be sound and explanation to be understandable! Philip always deeply cares for his clients!
mark g.
Advice your family can understand and trust
