Philip Steele, AIF®



Client Advisory


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, result 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 1980s, 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.


  • Studied at the Peabody Conservatory of Music, Baltimore, Maryland


  • Accredited Investment Fiduciary
  • Named one of the Top 100 Retirement Plan Advisors for 2015 and 2013 by PlanAdviser Magazine
  • Named Retirement Advisor of the Year by the 401kWire in 2012
  • Named a Top 40 Finalist for Retirement Plan Advisor of the Year for PLANSPONSOR Magazine in 2012
  • Named one of the five finalists for Plan Advisor of the Year by PLANSPONSOR Magazine in 2009 and 2011, out of more than 3,000 Top Retirement Advisors throughout the United States
  • Nominated in 2010 and 2011 as one of the Top 300 Most Influential Advisors in Defined Contribution Plans by by the 401kWire
  • Named one of the Most Influential D.C. Advisors in 2009

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