Experiential Wealth, Inc.
Experiential Wealth, Inc.
Experiential Wealth, Inc.


Our Services

From fiduciary consulting, to full plan design and implementation, our services our geared towards providing you the education and support you need to fulfill your fiduciary duty.

Fiduciary Consulting

We help ERISA stewards develop a framework and process to meet their responsibilities and obligations in achieving the overall goals and objectives of the retirement plan.

Plan Design Consulting

We believe careful plan design with provisions that overcome the drawbacks of participant behaviors would positively impact retirement outcome.

ERISA Investment Consulting

We create a reasoned and practical Investment Policy Statement that guides the process to identify, select and monitor prudent investment methodologies and vehicles.

Speaking Engagements

Looking for a Speaker?

Looking for a speaker on target date fund selection and benchmarking; using managed accounts as a QDIA; revenue sharing; or other retirement plan sponsor best practices? Consider Philip Chao, Principal and CIO of Experiential Wealth, Inc.

"Philip has spoken several times at SPARK conferences, on topics that include investment trends and the changing needs of retirement plan sponsors. My members found Philip engaging, passionate and insightful. His presentation style is charming and full of real world experiences that he draws from his work with clients."

- TIM ROUSE, EXECUTIVE DIRECTOR, THE SPARK INSTITUTE, INC.