IBEX Wealth Advisors, LLC
Phil Rongo is a seasoned financial professional with extensive experience in wealth management. As Co-Founder and Managing Director of IBEX Wealth Advisors since January 2014, Phil focuses on providing sophisticated financial solutions. Previously, Phil served as Managing Partner and President of Round Valley Wealth Advisors, LLC from May 2005 to January 2014, and as Managing Partner and Co-Founder of Morristown Financial Group from October 1997 to April 2005. Phil holds a Bachelor of Science degree in International Trade and Economics from the University at Buffalo, earned between 1981 and 1984.
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IBEX Wealth Advisors, LLC
We admire the Alpine Ibex because its strength, agility and resiliency have enabled it to thrive while enduring the harsh weather conditions and tough terrain of the Swiss Alps. Like the Alpine Ibex, we at IBEX Wealth Advisors believe navigating today's complex economic and financial landscape demands tremendous insight and dexterity to adapt to changing market conditions. We draw from over 100 years of combined experience helping clients manage the daily complexity of the financial and investment climate. We pride ourselves on being an independent firm. We do not represent, nor are we beholden to, any bank, investment firm or other corporate interest. As a fee-based SEC registered investment advisor (RIA), we have a fiduciary responsibility to make sure our clients needs come first. Our goal is simple: To build a trusted, long-term relationship that serves all of your financial needs now and in the years to come.