Meet the Team

Guy McPhail

Guy McPhail CFP®, CPA/PFS

Wealth Advisor

Pennington, NJ | 609.737.6600



  • Member, The National Association of Personal Advisors (NAPFA)
  • Member, The New Jersey Society of Certified Public Accountants (NJSPCA)
  • Member, The American Institute of Certified Public Accountants (AICPA)
  • Member, Princeton Regional Chamber of Commerce
  • Former Board Member, Pennington, NJ Economic Development Commission
  • Former Board Member, Pennington Business and Professional Association (PBPA)
  • Board Member, Friends of Alouette International
  • Past Leader, The New Jersey Society of CPA’s Financial Planning Interest Group

Guy joined Sax Wealth Advisors in the 2017 acquisition of his wealth management firm, The GM Financial Group LLC where he was Founder and President.

Guy McPhail is a seasoned family and small business wealth advisor with over 25 years of experience providing financial solutions, including financial planning, discretionary portfolio management and proactive tax planning.

Guy has written a number of articles on financial planning, investments and income taxes and is co-author of the Amazon best-selling book, “Tax Breaks of the Rich and Famous” which discusses techniques on how small business owners can save on taxes.

Guy was leader of the New Jersey Society of CPA’s Financial Planning Interest Group, he consults and leads webinars at the New Jersey Small Business Development Center and is on the faculty of LawLine, where he informs attorneys on tax laws and other financial matters.

Guy is a Certified Financial Planner™ practitioner, and Certified Public Accountant/Personal Financial Specialist (CPA/PFS).

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