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Guy McPhail

CFP®, CPA, PFS
The GM Financial Group LLC
Pennington, NJ
Building, Managing & Safeguarding Your Wealth

Meet Guy

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Introduction - Guy McPhail
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Investment Mistakes - Guy McPhail
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Proactive Tax Planning - Guy McPhail
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Tough Questions to Ask Financial Advisors - Guy McPhail
Video Transcripts

Guy was recently named one of the top six financial planners in the entire state of New Jersey by the New Jersey Society of CPA’s.

A seasoned family and small business wealth advisor with over 25 years of experience, Guy McPhail is well versed in the financial needs of individuals, couples and small business owners. Guy has the certifications required to offer a complete range of financial solutions including financial…

Guy was recently named one of the top six financial planners in the entire state of New Jersey by the New Jersey Society of CPA’s.

A seasoned family and small business wealth advisor with over 25 years of experience, Guy McPhail is well versed in the financial needs of individuals, couples and small business owners. Guy has the certifications required to offer a complete range of financial solutions including financial planning, discretionary portfolio management and proactive tax planning.

Guy is a Certified Financial Planner practitioner (CFP®), a Certified Public Accountant/Personal Financial Specialist (CPA/PFS) and Certified Tax Coach.

Guy is an author and has written numerous articles on financial planning, investments, and income taxes. He has been quoted and written articles in publications such as Entrepreneur Magazine, MSNBC, Fox Business, The New Jersey Star Ledger, New Jersey Life, Mutual Fund Magazine, New Jersey CPA Magazine, Medical Economics, Worth, Small Business Review, FiLIfe in partnership with the Wall St Journal and more.

Guy was co-author of the Amazon best-selling book “Tax Breaks of the Rich and Famous" a book on techniques on how to saves taxes for small business owners.

Guy is also an educator and mentor. He was the leader of the New Jersey Society of CPA’s Financial Planning Interest Group, he consults and leads webinars at the New Jersey Small Business Development Center and is on the faculty of LawLine where he instructs attorneys on tax laws and other financial matters.

Guy is a member of the National Association of Personal Advisors (NAPFA), The American Institute of Certified Public Accountants (AICPA), and The New Jersey Society of Certified Public Accountants (NJSCPA). Guy also participates with the Princeton Regional Chamber of Commerce and serves on the board of the Pennington, NJ Economic Development Commission, The Pennington Business and Professional Association (PABA) and Friends of Alouette International.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
LGBT services
Socially responsible investing

Experience with

Small business owners
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Flat Fee
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant
PFS - Personal Financial Specialist

Memberships

NAPFA - National Association of Personal Financial Advisors
AICPA - American Institute of Certified Public Accountants
NJSCPA - New Jersey Society of Certified Public Accountants

Education

Bachelors