Philip E. Lavelle, CFP®

Philip E. Lavelle, CFP® is a financial advisor with Principia Private Wealth of Thurston Springer. Since 1996, he has been committed to helping families navigate the full arc of their financial lives — building wealth, protecting it, and ultimately passing it on to the people and causes that matter most.

Philip holds the CERTIFIED FINANCIAL PLANNER™ designation and is known for the attention to detail he brings to every client engagement. Whether evaluating distribution plans for tax efficiency, assuring beneficiary designations are in line with an estate plan, or identifying gaps in insurance coverage, he leaves nothing to chance — because for the families he serves, the details matter.

As part of the Principia team, his services include estate planning, retirement planning, investment management, and insurance. For clients approaching retirement, Philip builds income strategies designed to sustain their lifestyle and manage long-term risk. His investment philosophy centers on disciplined asset allocation and keeping clients focused on long-term outcomes. His estate planning work helps families transfer wealth efficiently, minimize tax exposure, and establish a lasting legacy.

Philip and his wife are the parents of three adult children. He understands firsthand what families are working toward — and takes seriously the responsibility of helping them get there.

With over 30 years of experience, Philip brings the knowledge, discipline, and personal commitment his clients deserve.