US Headquarters

CONNECT

Address:

708 W. Scharbauer Dr, Suite A-4
Midland, TX 79705

Phone:

432 570-1450

M. Devin Phiffer

M. Devin Phiffer

Managing Partner

I am a native West Texan, born and raised in Midland.  I attended Texas Tech and Angelo State Universities school of business, for a BBA in Finance. 

 Prior to college I served our country in the US Army Infantry.  After having reached the rank of Staff Sargent, I retired from active military duty to complete my education and pursue my dreams of establishing a financial services firm.

I began offering financial services in Texas in 1993.  Since that time, I have focused my practice on estate and retirement planning and investment advisory services.  Utilizing my education and military discipline, I endeavor to provide our clients and their families a unique and pleasurable experience in identifying their financial goals, and developing and implementing customized strategies to help build, protect and preserve their wealth.

I am honored to have received the following recognition from within the financial services community:

  • Selected as one of America's top financial planners by the Consumer's Research Council of America in the 2005 and 2006 editions of "Guide to America's Top Financial Planners" (rating is  not indicative of future performance.  Please visit www.consumersresearchcncl.org for information on how Consumer's Research Council of America selected Top Financial Planners for 2005-2006).
  •  
  • Paramount Plannig Group (PPG) - Member of AXA's most prestigious group of  advisors.   PPG members  have distinguished themselves as the most accomplished and inovative professionals wiithin the organization.
  •  
  • Over 15 consecutive National Leader's Corps awards.

My professional goal is to provide my clients with outstanding advice and consultation.  To this end, I regularly attend industry training and certification programs.  I have completed the curriculums and passed the rigorous exams for:

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • NASD Securities Registrations: Series 7,63,65
  • Texas Life and Health Insurance

In addition, I am a member of the following professional organizations:

  • Financial Planning Association (FPA)
  • Million Dollar Round Table (MDRT)
  • Midland Business and Estate Council

Please feel free to contact me directly at (432) 570-1450 or email me at devinp@permianwealth.com

CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP(with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.

 

 

 

 

 

 

 

 

 

 

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PERMIAN WEALTH MANAGEMENT is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 432-570-1450
Fax 432-684-6840
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck