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Philip Amos, MSFS, CLU, ChFC, CAP

Co-founder, Magis Advisory Group
Financial Advisor
FINRA/SIPC, registered representative with Kestra Investment Services, LLC

As an experienced, second-generation financial advisor, Philip provides management and coordination of private financial affairs including wealth management, estate planning, and insurance brokerage. Philip is a rare mix of the seasoned professional and the fresh, eager entrepreneur who thrives on serving clients at all financial stages of life. Oversight of the entire financial cycle, including wealth accumulation, preservation, and distribution requires an expert. As your trustworthy, qualified, financial advisor, Philip can manage your financial health so you can focus on your family and your work.

A graduate of Wheaton College with a degree in Business Economics, Philip worked for Robert W. Baird before joining his father’s firm, PJ Amos & Associates, of which he eventually took ownership. After a merger with Chapman and Chapman, Philip became president of financial services and ultimately joined forces with Aaron Marinelli to establish Magis Advisory Group, for his clients’ greater good.

Philip is a member of Grace Church of North Olmsted. He is also a state-level USSF and OHSAA soccer referee. Philip and his wife, Jolene, live in Avon, Ohio along with their four children, Nicholas, Aleah, Philip, and Allan.

Community service and leadership:

  • Former Chairman, French Creek YMCA

  • Vice President, Lorain County Chamber of Commerce

  • Vice Treasurer, Lorain County Community College Foundation

  • Board President, Westside Christian Academy