At Preservation Financial Wealth Management, we believe in more than just managing finances. We are holistic Family Wealth Advisors, dedicated to serving individuals and families in a way that truly impacts their lives. Our mission is to build lasting relationships as we guide and support you on your financial journey and throughout life.
Our name, Preservation Financial Wealth Management, reflects our commitment to preserving your assets while helping you strengthen your financial outlook so you can live your life. We understand that your financial future is of utmost importance, and we are here to provide the guidance and support you need to succeed.
Preservation Financial was founded in 1996 by Tim Philpot, who left a successful career in healthcare with a desire to help individuals and families understand the biblical principles of stewardship and apply them to their financial lives. With a background in accounting and healthcare, Tim embarked on this new journey, starting the company from scratch. From his home office, Preservation Financial grew steadily, eventually finding its home in Roanoke, TX, situated west of Southlake and north of Keller.
Our legacy is built on longevity, consistency, and stability. We are dedicated to serving others with professional financial services, always keeping your best interests at heart. Our team is passionate about making a difference in the lives of those we have the privilege to serve.