Loading...
Specialties
Philip is managing principal and wealth planner at Avodah Wealth Advisors in Pompano Beach, FL, an independent advisory firm stewarding over $100MM in client assets.
We partner with philanthropic families who are passionate about generosity and legacy—and who want to be held accountable to stewarding both their financial resources and their family’s long-term goals. Our mission is rooted in biblical counsel, helping navigate wealth with wisdom, to maximize impact and leave a lasting legacy. Philip specializes in retirement planning, tax strategy, and investment management and has achieved the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™) and RICP® (Retirement Income Certified Professional®.) Philip focuses the majority of his practice on retirement income planning strategies for clients entering the decummulation phase of life. Philip graduated summa cum laude from Palm Beach Atlantic University with a Bachelors of Science degree in Accounting. A resident of Lighthouse Point, he is very active with philanthropy in Broward and Palm Beach Counties, serving on the boards for Westminster Academy in Ft. Lauderdale, Peter Blum YMCA of S. Palm Beach County, Boca Raton Chamber of Commerce, PULSE Young Professionals Group, and his church, Coral Ridge Presbyterian Church. Philip also founded the Piedt Family Swim Scholarship, which raises awareness and funding for drowning prevention and water safety.
♥
Always free for clients.
CFP®, RICP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Philip Piedt offers Investment Advisory services through Kovack Advisors, Inc., an SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Avodah Wealth Advisors, LLC is not affiliated with Kovack Advisors, Inc. Investment Adviser Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered.