Chad Burch

Chad L. Burch, CFP®, serves as a Partner and Investment Adviser Representative at Phillips Financial in Fort Wayne, IN, where he specializes in employee benefits strategy, financial planning, and risk management for corporate clients. In his current role, he provides oversight on the design, implementation, and ongoing management of health and welfare benefit programs, focusing on sectors such as healthcare, pharmacy benefits, wellness initiatives, and actuarial risk analysis.

With over two decades at Phillips Financial, Chad has held multiple leadership positions, including President of Phillips Benefits Advisors, LLC, and has a longstanding track record advising clients on regulatory compliance, benefits administration, and financial/utilization risk management. His expertise extends to helping organizations streamline HR processes, manage legal and compliance risks, and structure group insurance solutions tailored to mid-sized and large businesses.

Chad earned a Bachelor of Science in Finance from Indiana University Bloomington and holds the Certified Financial Planner (CFP®) designation. Recognized for his client-focused approach, Chad has contributed significantly to the firm's growth and the evolving landscape of group benefits consulting, establishing Phillips Financial as a leader in strategic employee benefit advisory services throughout Indiana.