Philip Wegman, CFP®, EA

Director of Financial Exploration

Philip Wegman is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent who specializes in helping families make complex financial planning decisions easier to understand and act on. With a Bachelor of Science in Personal Financial Planning from Kansas State University, Philip brings particular depth to tax planning, cash flow analysis and the coordination of the many moving pieces within a family's financial life.


Philip began his career in Vanguard's Financial Advisor Development Program, where he rotated through several advisory roles and provided planning guidance to mass-affluent and high-net-worth clients. He later joined a boutique financial planning firm,

further developing his technical planning expertise before joining Journey Beyond Wealth. Today, he especially enjoys digging into complicated planning and tax questions, removing unnecessary jargon and helping families gain clarity around their decisions. 


Philip lives in the Midwest with his wife, Emily, who owns and operates FaireCoffee, and their son, Wesley. Outside of JBW, they enjoy being involved in their local church, cooking together and – unsurprisingly – drinking plenty of coffee. Philip also understands the realities of entrepreneurship firsthand through his involvement with the family business. 


Education & Designations
  • Bachelor of Science in Personal Financial Planning - Kansas State University
  • CFP® – CERTIFIED FINANCIAL PLANNER™ professional
  • EA - Enrolled Agent, U.S. Department of the Treasury

Learn More About Me

  • Favorite quote

    Discipline equals freedom - Jocko Willink

  • Your top 3 favorite podcasts/books?

    Book - I Will Teach You to Be Rich by Ramit Sethi

    Podcast - The Symbolic World

    Book - The Great Divorce by C.S. Lewis

  • What is a problem in the industry that you want to fix?

    Relying on unneeded complication and jargon to make you as an advisor seem valuable instead of providing deep value through purposeful planning work.

  • What are the values that drive you?

    Truth. Excellence. Fun. Rest. Family.

  • What do you enjoy doing when you are not working?

    Cooking and walking alongside my wife who runs and owns FaireCoffee. 

  • The best piece of advice you’ve ever been given is…

    Hoarding money and wasting money are two sides of the same coin.

  • If you could invent a holiday, it would definitely involve:

    Coffee and a movie!

  • Beach or mountains?

    Tough question! While I enjoy both, I would lean more towards the cool air of the mountain combined with a cold cup of coffee (I only like iced coffee).

  • Early riser or night owl?

    Early riser! If you marry the owner of a coffee shop, you definitely need to be willing to get up early.

  • What's the most inspiring part of your job?

    Making the complex simple.

  • If you could only eat one meal for the rest of your life, what would it be?

    I am a steak and potatoes kind of guy.

  • What is the best gift you ever received?

    My faith and a firm financial footing (both gifts from my mom and dad).

  • If you were ruler of your own country what would be the first law you would introduce?

    Mandatory day of rest. It wouldn’t have to be a specific day of the week, but everyone would be required to take one day off of work to be with family and do things that fill up their cup.

Let's Explore What's Possible

We believe wealth is about more than growing assets. It's about using your resources intentionally to strengthen your family, pursue meaningful goals, and align your wealth with what matters most.


If you're looking for a trusted guide to help you navigate what's next, we'd love to start a conversation.

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