0
Client Reviews
$3.2K to $
One-Time Financial Planning Fee
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Rural and middle income families that want to learn how to manage their own finances.
Clients who wouldNOTbe a good fit
High income, UHNW, HENRY's.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Hourly Rate
$150
One-Time Financial Planning Fee
$3,200
Meeting Options
In person meetings
Video meetings
Phone
Email
About Phillip Durbin
I am dedicated to helping rural and middle-income families take control of their financial futures through education and empowerment. As an advice-only financial planner, I provide unbiased guidance without selling financial products, ensuring that every recommendation is tailored to my clients' best interests. By teaching practical personal finance principles—covering saving, budgeting, debt management, and investing—I help families make informed decisions and build the skills they need for financial stability and long-term success.
Through my company, Generational Wealth Development, I go beyond simply offering financial advice. My focus is on helping families build generational wealth, transforming not just their current financial situation but creating a lasting legacy for future generations. With a heart of a teacher approach, I equip families with the knowledge and strategies to change their financial story and take control of their family’s future.
Through my company, Generational Wealth Development, I go beyond simply offering financial advice. My focus is on helping families build generational wealth, transforming not just their current financial situation but creating a lasting legacy for future generations. With a heart of a teacher approach, I equip families with the knowledge and strategies to change their financial story and take control of their family’s future.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
