Ross Phillips, CF2

About Ross Phillips

Ross Phillips is the co-founder and Chief Investment Officer of Catalyst Wealth Partners. He earned his bachelor’s degree in Business Administration, with a concentration in Finance, from Drexel University and brings more than 20 years of experience in insurance, retirement planning, and financial strategy.
Ross began his career with two national life insurance companies before spending 13 years as a financial analyst with a large regional financial services firm. During that time, he developed a reputation as the “engineer” behind financial strategies—someone who can take a plan apart, identify opportunities or concerns others may overlook, and rebuild it around the client’s individual goals.
As Chief Investment Officer, Ross oversees the firm’s investment strategy and helps design disciplined, personalized financial plans for individuals and families preparing for retirement. In 2024, he co-founded Catalyst Wealth Partners with the goal of raising the standard of financial guidance through careful analysis, practical recommendations, and a strong commitment to each client’s long-term well-being.
Ross lives in Lansdale with his wife and two sons. Outside the office, he enjoys collecting antique radios, biking, and spending time with his family.