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Phil Webb, ChFC®, CLU®

Financial Coach

Phil Webb ChFC®, CLU®

Phil Webb is a financial coach with expertise encompassing estate, retirement, business, insurance and financial planning to create investment strategies for individuals, families and businesses. Phil is a Registered Investment Advisor Representative and brings rich experience, multiple professional designations and his “efficient and effective” philosophy.

Phil is recognized by the National Association of Estate Planners and Councils (NAEPC) with the distinctive professional designation of Accredited Estate Planner (AEP)® as well as past service as a national board member. His additional credentials include Chartered Financial Consultant (ChFC)® and Chartered Life Underwriter (CLU)®. He is a national speaker and advisor in the areas of business succession, retirement, and estate planning.

In 2017, Phil was invited to join Matson Money, Inc., a distinct group of Financial Coaches, where he has received intensive training – based on academic investing principles – to provide his clients with customized, comprehensive analysis and portfolio planning.

Leveraging Matson Money’s “Matson Method” approach to investing, combined with his 40-plus years of financial planning expertise, Phil is committed to helping his clients understand and set attainable investing expectations. He advises and coaches clients in setting and tracking their current and lifelong goals, while they can see and monitor their investments and assets in one place.

Matson Money’s “Matson Method” approach supports Phil’s deep personal desire to do what’s best for his clients, based on each one’s individual vision and goals.  This is also accomplished by helping people discover their ”True Purpose for Money.” This commitment to helping people is also reflected in Phil’s lifelong contributions and leadership in community, faith-based and professional organizations.

Phil is active at First United Methodist Church of Fairhope, where he leads his Sunday school class, serves on the Stephen Ministry Team & Finance Team. He is an active member as Club Service Chairman and Past President of Point Clear Rotary Club, where he received their Distinguished Paul Harris Fellow Award for Leadership, in addition to recently being honored with the Cliff Dochterman Award for his distinguished and dedicated service to and as a leadership role model for Rotary and Boy Scouts of America.

As a Cub Scout, starting at 8 years old, Phil began his lifelong involvement with the Boy Scouts of America and earned his Arrow of Light and Webelos awards; then as a Boy Scout earned his Eagle Scout and God & Country awards. He was active with five sons (all Eagle Scouts) and as a Scoutmaster for 10 years, enjoyed the privilege of helping 40 boys become young men as Eagle Scouts. Phil was honored as a Vigil Honor Member of the Order of the Arrow, recognized with the National Outstanding Eagle Scout Award and Silver Beaver Award from the Boy Scouts of America, while serving as President of the Mobile Area Council of Boy Scouts of America from 2014-2016 and continues to be as an Executive Board Member.

“Do a good turn daily” and “Be prepared” are much more than Scouts’ mottoes for Phil and his extended family of Eagle Scouts.

Phil’s professional affiliations and honors include:

  • Point Clear Rotary Club, Past President & Club Service Chairman
  • Estate Planning Council of Mobile, Past President
  • Society of Financial Service Professionals, Past President Mobile Chapter
  • Million Dollar Round Table and Court of the Table
  • Association for Advanced Life Underwriters, Business Insurance & Estate Planning National Committee
  • National Association of Estate Planners and Councils, Board of Directors

Phil earned a Bachelor of Science in Business with a concentration in Management and Finance from Auburn University. After graduating Auburn, Phil served as an officer in the US Air Force as a Deputy Squadron Commander and began his career in financial services in 1975 as a direct result of his experience in the U.S. Air Force as a Management Consultant. He earned his Chartered Life Underwriter (CLU)® and Chartered Financial Consultant (ChFC)® professional designations from American College, Bryn Mawr, Pennsylvania.

Phil and his wife, Theresa, and their five sons and their families all live in and around Fairhope, Alabama, where they enjoy spending time with their grandchildren (seven and growing) and attending baseball, soccer, gymnastics, and dance recitals in addition to hunting and fishing.

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Colomb Investment Management is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.