Phillip B. White Co., Inc
SEC RegisteredFinancial Planning for Life
About the firm
Founded in 1959, Phillip B White & Company has been building deep and long lasting client relationships for over 60 years. PB White & Co. is a west coast-based financial planning and retirement planning firm purposefully structured to give clients the intimate experience of a small firm while harnessing the power, reach, and discipline of larger partners. PB White & Co. is a Registered Investment Adviser (RIA), has fiduciary duty to the client, and is compensated on a fee basis.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Advice and Management, Risk Management, Estate Planning, Tax Planning, and Retirement Planning, using sophisticated financial modeling techniques and the CFP Board's 7-step financial planning process.
Who they serve
Individuals seeking financial planning and retirement planning services, with a focus on building deep and long lasting client relationships across three generations.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Phillip B. White Co., Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched