Phil Battin is a values-based wealth management advisor who has provided exceptional support and service to his clients since 1994. He brings extensive experience to Ambassador Wealth Management with industry knowledge gained at a Wall Street investment firm, Fidelity Investments, and GCG Financial, as well as his own family-owned businesses. Phil has established a reputation for bringing a practical business theory to his work advising high net-worth clients and believes in the power and wisdom of collaborating with other advisors (i.e. accountants, attorneys, and private bankers) in order to implement quality, full-service strategies. From his reputation for exemplary, dedicated service, Phil strives to be considered as having “the mind of a scholar and the heart of a shepherd.”
Phil’s broad financial background ranges from multi-generational wealth management strategies to transferring estates that are sensitive to legacy considerations, including charitable pursuits. Phil offers diverse investment strategies and has access to portfolio solutions constructed through academically based research, utilizing quantitative, tactical, and traditional investment factors to help clients preserve and grow wealth. By simplifying and resolving key concerns, Phil helps his clients address and work towards their financial goals and preserve financial independence for the benefit of multiple generations.
A graduate of Finance and Accounting with a minor in Biblical Studies from Cedarville University in Ohio, Phil went on to receive an International Business & Economics minor from the International Business Institute. He studied in nine countries and had the privilege of studying under former world and corporate leaders, such as World Economic Forum, NATO and Nestle. Phil has completed financial planning coursework through DePaul University and studies Legacy Planning through Heritage Institute in Oregon. He also participated in BOOT Camp through John Brown, in order to advance his knowledge of exit planning strategies. Phil holds his Series 6, 7, and 66 registrations,
as well as his life and health insurance licenses.
Phil is a member of various professional organizations, including the Million Dollar Round Table (Top of Table) and the National Association of Insurance and Financial Advisors (NAIFA). Throughout his career, Phil has received numerous awards, including Masters Club Advisor of the Year two times while at GCG Financial. In 2016, Phil received a Five Star Wealth Manager award by Five Star
Professionals, and was featured in Chicago Magazine.
A resident of St. Charles, where he lives with his wife Britta and their five children, Phil is active in many charitable organizations, including Pinnacle Forum (as National Treasurer), United Nations Christian Embassy in New York, Chicago NFL Alumni Board, Fellowship of Christian Athletes, and Cru. When his is not working or spending time with his family, he enjoys fishing and golfing and is a member of the Elgin Country Club and Max McGraw Wildlife Foundation.