Broker Check
Marty A. Phillips, CFP®

Marty A. Phillips, CFP®

Director of Advanced Markets

Marty is the Director of Advanced Markets with Buckhead Brokerage Group, a privately held General Agency and a partner member of the Advantage Insurance Network. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 1997. Prior to joining Buckhead Brokerage Group, he spent five years at the Wellspring Group and seven years with the Hartford. At both firms, Marty collaborated with other professional advisors to help navigate sophisticated issues more effectively for their clients.

Marty received his Bachelor's degree in Civil Engineering from the Georgia Institute of Technology. Although not to blame for Atlanta traffic, he was a member of the transportation design unit of Post Buckley in Atlanta. With a background steeped in formulas and mathematics, Marty considers himself a fully recovered engineer. Just as important as the numbers, he enjoys the client interaction and unique family dynamics that are often an integral part of a client's overall financial structure.

Marty and his wife Ginny currently reside in their hometown of Savannah with their three girls. He enjoys time on the golf course and is an overall avid sports fan. He is involved with the Savannah Estate Planning Council and The Next Generation organization as local charities.

Specialties: Advanced estate planning, asset protection planning, business succession and wealth transfer planning.