Phil has been working with Vertical Financial Group since May 2018 and helps clients understand their fiduciary responsibilities. Phil previously managed a national ERISA law practice and served as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment advisory firm that were owned by National Retirement Partners, Inc. He has also written numerous articles on ERISA law for retirement plan industry trade publications.
Phil obtained his Juris Doctorate from Indiana University and his Bachelor of Science in Political Science from DePauw University. He holds his FINRA Series 7, 24 & 63 registrations with Triad Advisors and is a member of NAPA (National Association of Plan Advisers).
To view Phil Troyer’s FINRA BrokerCheck, click here