Goldstone Financial Group, LLC
Goldstone Financial Group, LLC (CRD# 222520) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $529,881,629 in 3,391 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management530MILLION
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Total Number of Accounts3,391ACCOUNTS
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Average Account Value$156,261
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, FL, IL, IN, NH, OH, TN, TX, WI
Phillip Shaw has spent his career helping people to better understand their finances and accomplish their goals and passions. As a guide for his clients, he creates plans that address not only the necessities of life, but the hopes and dreams as well. Transitions are never easy in life; whether it is a new family, a new career, or a retirement -Phillip’s goal is to be a partner to lead people through these times.
Outside of finances, Phillip enjoys the outdoors; he is an avid rock climber, sailboat racer, hiker, cyclist and generally anything that involves being active in the sun. He regularly adventures with his three brothers and his two nephews.
Phillip is a fiduciary advisor who has passed his Series 7, 65, 66, Illinois Life & Health, as well as being a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is also a proud recipient of the Five Star Wealth Manager Award in 2021, 2022 and 2023.
Phillip Shaw (CRD# 6067744) is an Investment Advisor Representative working at Goldstone Financial Group, LLC in Oakbrook Terrace, IL and has over 10 years of experience in the finance industry. Phillip Shaw has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Anthony Pellegrino (CRD# 6390276) is an Investment Advisor Representative working at Goldstone Financial Group, LLC in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry.
Justin Reppy (CRD# 6383911) is an Investment Advisor Representative working at Goldstone Financial Group, LLC in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry.
Jeffrey Weglarz (CRD# 5228771) is an Investment Advisor Representative working at Goldstone Financial Group, LLC in Oakbrook Terrace, IL and has over 17 years of experience in the finance industry.
Patrick Peck (CRD# 7611054) is an Investment Advisor Representative working at Goldstone Financial Group, LLC in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.