30+ Years as an Independent and Fiduciary Steward

The Active Advisor Podcast (Episode 36)

On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth.

Join them as they discuss:

• The evolution of the advisory landscape over three decades
• The importance of upholding the fiduciary standard
• Remaining fiercely independent in an evolving industry
• Seven traits to look for when hiring an advisor
• The “next American renaissance”

Philip Chao founded Experiential Wealth (formerly Chao & Company) in 1992 to provide families and institutions with independent and thoughtful investment management and financial advice. His founding mission is to advocate for his clients and deliver the highest level of care in assisting clients in realizing their long-term financial objectives and outcomes. As the Principal of Experiential Wealth, Philip is the firm’s Chief Investment Officer setting customized investment guidelines and adopting forward-looking capital market assumptions in constructing portfolios for the firm’s wealth management and institutional clients. Philip is also a passionate supporter of and advocate for the fiduciary standard; he is the founder and managing member of Independent Fiduciary Services, providing directed trustee services to health and welfare trusts.

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