We know that our role in serving you is about more than your business and finances—it’ s about enjoying the fruits of your labor and maximizing the opportunities and experiences that are important to you and your family. We help create time for you, offering all of the guidance and support you need to be your best. 


Our Profile
Founded in 1984 by Bob Philpott in the San Fernando Valley, Philpott Meeks continues to deliver on a legacy of world class business and life management. Bob built the firm on a foundation of trustworthiness, humility, and service and Philpott Meeks honors that legacy through our daily actions. In an industry where trust, confidence and service are paramount, we strive for excellence in all categories.

Our Philosophy
We take pride in delivering value to our clients that goes far beyond business management. At the intersection of trust, accuracy, and service is a place of humility. The founders and partners of Philpott Meeks are in a constant state of reform; confident in the value we deliver and curious about how we might do better. In a rapidly changing world we desire to shape the curve of our service to you. Technology enabled, we want to help you achieve your goals, sleep at night, and be happy you met us.

Our Approach
Our approach starts with listening to truly understand your needs and vision. We work with you to set goals and create a unique strategy to reach them. With our expert team behind you, we can manage your day-to-day activity as well as your long term goals, ensuring that you achieve your objectives.

Proactive and diligent throughout any engagement, we are committed to making sure that your best interests are always represented. This means anticipating your needs and staying one step ahead, constantly looking for opportunities to improve our service to you.

Our Commitment
In addition to delivering world class service to our clients, we hold the confidentiality and security of our client’s information in the highest regard.  You can sleep at night knowing that you are in good hands, with the transparency and accountability of our work being an inseparable part of our process.