Client 1st Advisory Group Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Client 1st Advisory Group is a financial services firm that provides independent financial planning and wealth-management guidance. It operates under a fiduciary standard, offering objective analysis and recommendations that are free from conflicts of interest and aligned with the client’s goals. The firm combines estate planning, insurance, and wealth management with contemporary technology to support a proactive, client-focused advisory approach. Its emphasis is on helping individuals pursue long-term objectives such as retirement security, education funding, and overall financial well-being. The partners Craig Phillips, Michelle Mabry, Dave Stieh, and Andrea Mears lead the firm and stress accessible, knowledgeable guidance.

Based in Clearwater, Florida, the firm maintains additional offices in Hattiesburg, Mississippi, and Vero Beach, Florida, situating it within a regional financial-services footprint. As a smaller, locally oriented advisory practice, it prioritizes independent advice and the client’s best interests. Recent public filings indicate the firm expanded its investment activity by taking a stake in a broad-market exchange-traded fund, reflecting ongoing engagement with diversified investment strategies.

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