Adam Philipp

About Adam Philipp

While practicing corporate and securities law at Jones Day and Calfee, Halter & Griswold, I managed my own investments and passionately helped friends and family with their financial planning, pro bono. My experiences as a law student, judicial clerk, and attorney were invaluable. But I always sensed law would be an important stop on a more significant career journey, not the final destination.Two life events shaped my trajectory: In 2017, my dad died unexpectedly—eight days before my wedding. In 2020, COVID happened. Both taught me we have limited time and should take nothing for granted. It\'s one thing to know this intellectually; it\'s another to internalize it and act on it.In that mindset, I made my avocation my vocation. I apprenticed with the founder of a $2 billion wealth management firm before founding Philipp Capital Advisors in late 2024. I provide long-term wealth advisory services for lawyers and high-impact leaders, using my legal background and CFP® training to help clients make confident investing and financial planning decisions. I believe power of deep, meaningful client relationships, and that independent advice is more important than ever.On LinkedIn, I post regularly in five series:Money Mind Mastery: Behavioral insights from my favorite books and speeches that help you think clearly, resist bias, and make better financial decisions.Omahajj: A pilgrimage through the ideas that built Berkshire Hathaway. I explore how Buffett and Munger\'s wisdom extends beyond markets into decision-making, work, and life.Unreasonably Prudent: Drawing on my experience as a corporate attorney married to a former law firm partner, I help high-earning lawyers identify risks and opportunities they often overlook in their own financial lives.Capital Flows: Visual flowcharts that distill complex personal finance decisions and cut through analysis paralysis.The Long Position: Essays on money, work, and decisions that compound over time. Some are personal stories from my financial life. Others are frameworks for thinking more clearly about wealth and what matters. Most aren\'t quick reads; they\'re meant to sit with you.Philipp Capital Advisors is a registered investment advisor. Information presented is for educational purposes only and does not constitute personalized investment advice. No communication through LinkedIn or any other channel creates an advisor-client relationship. For complete disclosures, including our Form ADV Part 2, please visit Past performance does not guarantee future results.

Experience

1. Member Board of Directors

   LMM

   Jan 2024 — Present · Cleveland, OH, US

Education

• The Ohio State University

  Doctor of Law (JD)

• Northwestern University

  BA