Perspectives: Insights for Advisors

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The Road Less Traveled

Diamond Consultants - In the News
June 5, 2012 - By Mindy Diamond, WealthManagement.com - Philip Noble always wanted to create a legacy. After graduating from the College of Wooster in 1976, he spent more than a decade working for Fortune 500 companies in the benefits and pensions field. It was going well, but something was lacking.  He wanted to build a business that he could leave behind. With that in mind, in 1990, he opened his own firm called Noble Wealth Management, affiliated with a life insurance company, and quickly attracted small business owners who had pension design and estate planning needs. As a business owner, Phil enjoyed building a culture for his firm and running the day-to-day business, but he began looking around for a b/d that would help him accelerate growth. Soon after, he affiliated with LPL Financial, attracted to the additional products he would be able to access and the extra services and support that he felt would add value for his clients.

WealthManagement-com

By Mindy Diamond

Philip Noble always wanted to create a legacy. After graduating from the College of Wooster in 1976, he spent more than a decade working for Fortune 500 companies in the benefits and pensions field. It was going well, but something was lacking.  He wanted to build a business that he could leave behind. With that in mind, in 1990, he opened his own firm called Noble Wealth Management, affiliated with a life insurance company, and quickly attracted small business owners who had pension design and estate planning needs. As a business owner, Phil enjoyed building a culture for his firm and running the day-to-day business, but he began looking around for a b/d that would help him accelerate growth. Soon after, he affiliated with LPL Financial, attracted to the additional products he would be able to access and the extra services and support that he felt would add value for his clients.

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