Philip Chao is the founder of Experiential Wealth, a wealth and investment management firm in Maryland. The Firm’s clients consist of individuals, families, small institutions, and foundations. The Firm also provides fiduciary investment consulting and management services to retirement plans subject to ERISA.

As the firm’s Chief Investment Officer, Philip is responsible for setting the Firm’s macroeconomic view and deriving the Firm’s top-down asset allocation decisions. Working in conjunction with the Firm’s investment professionals, Philip is involved in asset manager due diligence and selection.

Philip is a passionate supporter of and advocate for the fiduciary standard and has advocated on many occasions with DOL staff in sharing his thoughts and practical applications regarding the ERISA fiduciary definition. His public comments can be viewed on the DOL and the SEC website.

Philip is a sought after speaker for industry events, and his opinions and writings often appear in InvestmentNews, Advisorpedia.com, CNBC Personal Finance, and Financial Advisor, among other industry news outlets.