Philip Steele
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Philip Steele

Partner
Philip is a Partner with over thirty years of experience in retirement and financial services, and is widely considered a pioneer in the development of using financial planning skills and techniques in corporate plans. These methods, coupled with a “true” independent design platform, results in plan participants receiving actual education as opposed to simple enrollment.

Prior to joining Cerity Partners, Philip founded Pension Architects, a firm that designs and manages retirement plans for companies and foundations. He acted as both the President and Chief Executive Officer. Philip began his career in the Baltimore -Washington DC region in 1978 as the principal founder of Steele, Hawes & Johnson, a fee-based financial planning firm. He became a frequent speaker during the 1980’s, providing educational workshops to employees in the private sector, as well as to employees at virtually every branch of the Federal government. Pension Architects merged with Cerity Partners in January 2013.

Philip studied at the prestigious Peabody Conservatory of Music in Baltimore, Maryland and is an Accredited Investment Fiduciary® (AIF®).

Philip was named one of the Top 100 Retirement Plan Advisors for 2015 and 2013 by PlanAdviser Magazine. In 2012, he was named Retirement Advisor of the Year by the 401kWire as well as a Top 40 Finalist for Retirement Plan Advisor of the Year for PLANSPONSOR Magazine. Philip was also chosen by PLANSPONSOR Magazine as one of the five finalists for Plan Advisor of the Year in 2011 as well as 2009, out of more than 3,000 Top Retirement Advisors throughout the United States. He was also nominated in 2010 and 2011 by the 401kWire as one of the Top 300 Most Influential Advisors in Defined Contribution Plans as well as named one of the Most Influential D.C. Advisors in 2009.

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Orange County

3200 Bristol St
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(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626