Guy McPhail
CFP®, CPA/PFS
SAX Wealth Advisors
Wealth Advisor
For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Serving clients across the country, and locally in our offices throughout NY, NJ, MA, NH, FL
As an independent registered advisor acting as a fiduciary, our interests align with yours as we leverage our expertise and resources to provide a wide range of solutions to help prepare for your future and enhance your financial position at every stage of your life.
Begin your journey to financial peace of mind. Schedule complimentary consultation here.
Get to Know Guy McPhail
Guy McPhail joined Sax Wealth Advisors in the 2017 acquisition of his wealth management firm, The GM Financial Group LLC where he was Founder and President.
Guy is a seasoned family and small business wealth advisor with over 25 years of experience providing financial solutions, including financial planning, discretionary portfolio management and proactive tax planning.
Guy has written a number of articles on financial planning, investments and income taxes and is co-author of the Amazon best-selling book, “Tax Breaks of the Rich and Famous” which discusses techniques on how small business owners can save on taxes.
Guy was 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 informs attorneys on tax laws and other financial matters.
Guy is a CERTIFIED FINANCIAL PLANER™ practitioner, and Certified Public Accountant/Personal Financial Specialist(CPA/PFS).
In the News
- 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
Community
- Member, The National Association of Personal Advisors (NAPFA)
- Member, The New Jersey Society of Certified Public Accountants (NJSPCA)
- Member, The American Institute of Certified Public Accountants (AICPA)
- Member, Princeton Regional Chamber of Commerce
- Former Board Member, Pennington, NJ Economic Development Commission
- Former Board Member, Pennington Business and Professional Association (PBPA)
- Board Member, Friends of Alouette International
- Past Leader, The New Jersey Society of CPA’s Financial Planning Interest Group
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Estate Planning
Ideal Clients:
- High Net Worth Families
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
FAQ with Guy McPhail
- Do you offer a complimentary discovery meeting?
Guy McPhail's Designations and Affiliations
Guy McPhail is a Certified Public Accountant (CPA)
Office Locations
100 Charles Ewing Boulevard, Suite 130 - Ewing, NJ 08628
389 Interpace Parkway, Floor 3 - Parsippany, NJ 07054
551 Madison Avenue, 12th Floor - New York, NY 10022
12724 Gran Bay Parkway, Suite 410 - Jacksonville, FL 32258