Bob Philpott is an accomplished financial advisor with over 17 years of experience helping individuals, families, and business owners plan for their financial futures. He began his career at MetLife, where he built a strong foundation in financial services and client care. For the past 13 years, Bob has continued to grow his expertise at Corebridge Financial. In November 2025, Bob transitioned his business to Philpott Wealth Planning- an independent financial services firm backed by LPL Financial, one of the nation’s largest independent broker-dealers with over 29,000 financial advisors and $1.9 trillion in brokerage and advisory assets or custodied. (Data as of June 30, 2025).
This move driven by his desire to offer more personalized, independent, and client-first financial guidance. Running his own financial firm allows Bob to deliver advice that is free from corporate influence, focused solely on what’s best for his clients, and tailored to the unique goals of each individual and family he serves.
Born and raised in the Philadelphia and South Jersey area, Bob brings a deep, personal understanding of the values, work ethic, and financial mindset of the people he serves. His local roots give him a unique perspective on what matters most to his clients — from generational family planning to managing finances for a busy family to planning for retirement with confidence.
Throughout his career, Bob has become known for his professionalism, strategic insight, and unwavering commitment to doing what is right for his clients. He has spoken on industry boards and presented at industry conferences, earning the respect of peers and clients alike.
Outside the office, Bob is a devoted husband to his wife, Melissa, and proud father to their two sons, Bobby and Frankie. He enjoys coaching their sports teams, going to concerts, and rooting for Philadelphia’s professional sports teams. At home, the family is rounded out by their playful puppy, Chalie.
Whether you're building wealth, planning for retirement, or navigating a major life decision, Bob brings the experience, care, and clarity you need to move forward with confidence.