Financial Planning and Investments

Master Plan Wealth Management is a leading Fee-Only financial planning firm and Registered Investment Advisor in North Carolina and New Hampshire, offering proactive investment management and holistic personal financial planning services to grow and protect your wealth.

We specialize helping retirees, pre-retirees, and business owners achieve and enhance the lifestyle they want. 

We're independent and always act in your best interests.

We Provide Personal Solutions

"Will I have enough money to retire, when I want?"

"How can I safely generate enough retirement income
         in these up and down markets?"

"When is the best time to file for Social Security benefits?"
"What's the impact of higher taxes on my lifestyle?"
"How can I best provide for my children and grandchildren
         when I'm gone?"
"What's the best pension plan for my business?"

Philip Royal, CFP®
President & Private Wealth Advisor

Philip Royal, CFP® is the President and founder of Master Plan Wealth Management.  As a baby boomer and small business owner, Phil relates personally to the needs of retirees, pre-retirees, professionals, and small business owners and has been working with them since 1994.

Phil is passionate about helping his clients achieve and enhance their lifestyles and showing them how they can retire in comfort and safety during the best phase of their lives. He takes pride in providing personal solutions and delivering exceptional service to his clients.

As a Private Wealth Advisor, Phil holds the designation of
, has extensive financial planning experience, and specializes in proactive investment management.

A long-time native of New Hampshire until 2009, Phil received his Bachelor of Science degree from the University of New Hampshire-Durham.  He has completed the College for Financial Planning's CFP Professional Education Program and takes several  hours of continuing education to stay current with developments in the financial planning profession to better serve his clients.

Phil currently holds membership in the Financial Planning Association ("FPA") and the Durham-Orange Estate Planning Council professional organizations and is an active member of the Chapel Ridge Community Association Finance Committee.  For several years Phil was an active volunteer coach in the Bedford Soccer Club and Secretary of The Rotary Club of Bedford NH.

For enjoyment Phil enjoys playing golf with friends and clients, running, hiking, skiing, travel, good humor, and spending time with his family.

Phil, his wife Gaylen, and their 3 adult daughters reside in Pittsboro, North Carolina and make regular trips to Bedford, New Hampshire for work and pleasure.  

Schedule your FREE Personal Consultation with Phil today!

Connect with Phil on:
Philip Royal, Certified Financial Planner Cary and Chapel Hill, NC

Cary-Chapel Hill NC Financial Advisor Facebook Page

CFP, Certified Financial Planner Chapel Hill-Cary NC Twitter

Chapel Hill-Cary NC Financial Planner Phil Royal profile on LinkedIn
Master Plan Wealth Management, LLC is a BBB Accredited Financial Consultant in Chapel Hill, NC
Web Hosting Companies