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Phil L. Fox

Phil L. Fox, CPA/PFS, CKA®, CWS®

Sr. Private Wealth Advisor
Indianapolis, IN

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Phil Fox is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and primarily serves clients located in Indianapolis, Indiana and Naples, Florida.

As an experienced wealth advisor to individuals, families, and businesses, Phil uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Phil and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Phil is a Certified Public Accountant (CPA) as well as a Certified Wealth Strategist® (CWS®). He earned both a BBA and a BS in accounting from the University of Kentucky. Prior to joining Ronald Blue Trust in 1994, Phil served as the controller for Interior Services Corporation. His financial background also includes a position as vice president and manager of loan operations with PNC Bank, and auditing and management consulting with Ernst & Young. He is also an active member of Kingdom Advisors.

Active in the community, Phil has served as a board member for numerous non-profits. Dedicated to bringing stability and hope to those who are struggling, Phil currently serves on the board of Covenant Community Neighborhood in the urban core of Indianapolis and the advisory council for New Day, a faith-based substance abuse treatment center. He is also actively involved in a community church in Naples.

Phil and his wife, Kathie, have three children and two grandchildren.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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