Josiah Phillips is a financial advisor for the Everyday Steward® division of Blue Trust and serves clients out of the office in Charlotte, North Carolina.
As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Josiah offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who are beyond the debt problem stage but still seek objective advice based on biblical principles for their financial planning and investment needs. He is passionate about helping clients become better stewards of their time and resources to live a life of purpose, focus on what matters most, and strive to experience financial peace of mind.
Josiah graduated from Liberty University, where he obtained his bachelor’s degree and MBA in Finance.
Beyond his professional endeavors, Josiah is rooted in his community and finds fulfillment in giving back. Actively involved in his local church, he shares his expertise by teaching Financial Peace University, empowering individuals and families to achieve financial stability and peace of mind.
Family is at the core of Josiah’s values, and he cherishes his role as a husband and father to three sons. Josiah enjoys being outdoors in his leisure time through activities such as fishing, soccer, and tennis.
Josiah currently resides on the Charlotte border in Fort Mill, SC.
