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Philip Amos, MSFS, CLU, ChFC, CAP

Co-founder, Magis Advisory Group
Financial Advisor
FINRA/SIPC, registered representative with Kestra Investment Services, LLC

As an experienced, second-generation financial advisor, Philip provides management and coordination of private financial affairs including wealth management, estate planning, and insurance brokerage. Philip is a mix of a seasoned professional and entrepreneur who thrives on serving clients at all financial stages of life. Oversight of the entire financial cycle, including wealth accumulation, preservation, and distribution requires an expert. As your financial advisor, Philip and his team help manage your financial house so you can focus on your family and your work.

A graduate of Wheaton College with a degree in Business Economics, Philip worked for Robert W. Baird before joining his father’s firm, PJ Amos & Associates, of which he eventually took ownership. After a merger with Chapman and Chapman, Philip became president of financial services and ultimately joined forces with Aaron Marinelli to establish Magis Advisory Group, for his clients’ greater good.

Philip is a member of Grace Church of North Olmsted. He is also a Regional Emeritus USSF and OHSAA soccer referee. Philip and his wife, Jolene, live in Avon, Ohio along with their four children, Nicholas, Aleah, Philip, and Allan.

Community service and leadership:

  • President, Lorain County Chamber of Commerce Board

  • Vice Treasurer, Lorain County Community College Foundation Board

  • Vice Chair, ONE Lorain County.

  • Former Board President, Westside Christian Academy

  • Former Chair, French Creek YMCA Board