Sax Wealth Advisors, LLC
Guy McPhail CPA, PFS, CFP® has extensive experience in wealth management, tax preparation, and financial planning, serving as Principal at Sax Wealth Advisors, LLC since December 2017. Prior to this, Guy held various leadership roles, including Principal and Wealth Manager at The GM Group and President at Traust Sollus Wealth Management. Their career began as a CPA and small business consultant at Guy McPhail CPA's, and Guy has played pivotal roles in several organizations, including as COO at Innovation Technologies Worldwide Inc. and CFO at Telman Technology. Guy also enhanced management initiatives as a Consultant at Landmark Education and honed their expertise as a tax preparer at Schulse Hartwig and Richter. Continued professional education in CPA and CFP® certifications underscores commitment to excellence in financial services.
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