Philip Hoang
Financial Advisor,
Family Wealth Director,
Executive Financial Services Director,
Senior Portfolio Management Director
My Mission Statement
As a client, we are committed to serving your family as our own, caring for your legacy and the generations to come.
My Story and Services
Welcome
My practice was built on the foundation that competence and knowledge are fundamental to wealth creation.
My team and I are dedicated to helping clients meet their goals by delivering a vast array of resources through Morgan Stanley’s robust platform, allowing clients to have access to the intellectual capital of some of the world’s most seasoned and respected investment professionals, a premier execution platform, and a full spectrum of investment choices. I have worked with high net worth families for over 15 years and leverage my experience advising institutional capital to drive wealth accumulation through tax strategies and increasing yield while minimizing risk.
Working together, our focus is to:
• Simplify financial complexity to help you achieve clarity and control
• Manage investments with an unwavering focus on your personal goals
• Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
Background:
My parents migrated to the United States at the end of the Vietnam War after the fall of Saigon in 1975. Born and raised here, I am deeply influenced by the belief that prosperity begins with knowledge and a little luck from effort and preparation.
The pursuit of knowledge has been a lifelong passion. My father, an accomplished academic in Vietnam, instilled its importance when he re-enrolled in college at the age of 31 while also juggling several jobs and raising a family. He earned his doctorate in education and he later founded a successful charter school.
With humility, I’ve tried to live by these values in every station I’ve held whether it was working for a tech start-up in the late 90s, an investment banker throughout the tech and housing boom in the 2000s, and again as an asset manager in this past decade.
In the last 15 years, with the tremendous economic growth in my hometown, I took my experience and passion for investing to start a financial services practice to help clients solve for the problems that arose for me--how to grow the wealth you’ve earned and make it last for generations, how to preserve the assets, and, nearest to me, how to pay it back and forward to others.
I am passionate about working with people, mentoring colleagues, and supporting my community.
In 2022, I founded EverKin Group at Morgan Stanley a practice operating as a boutique financial services provider, focused on comprehensive wealth management services to families.
Recognition
• Forbes Next Gen Best-In-State Wealth Advisor
Disclosure
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
My practice was built on the foundation that competence and knowledge are fundamental to wealth creation.
My team and I are dedicated to helping clients meet their goals by delivering a vast array of resources through Morgan Stanley’s robust platform, allowing clients to have access to the intellectual capital of some of the world’s most seasoned and respected investment professionals, a premier execution platform, and a full spectrum of investment choices. I have worked with high net worth families for over 15 years and leverage my experience advising institutional capital to drive wealth accumulation through tax strategies and increasing yield while minimizing risk.
Working together, our focus is to:
• Simplify financial complexity to help you achieve clarity and control
• Manage investments with an unwavering focus on your personal goals
• Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
Background:
My parents migrated to the United States at the end of the Vietnam War after the fall of Saigon in 1975. Born and raised here, I am deeply influenced by the belief that prosperity begins with knowledge and a little luck from effort and preparation.
The pursuit of knowledge has been a lifelong passion. My father, an accomplished academic in Vietnam, instilled its importance when he re-enrolled in college at the age of 31 while also juggling several jobs and raising a family. He earned his doctorate in education and he later founded a successful charter school.
With humility, I’ve tried to live by these values in every station I’ve held whether it was working for a tech start-up in the late 90s, an investment banker throughout the tech and housing boom in the 2000s, and again as an asset manager in this past decade.
In the last 15 years, with the tremendous economic growth in my hometown, I took my experience and passion for investing to start a financial services practice to help clients solve for the problems that arose for me--how to grow the wealth you’ve earned and make it last for generations, how to preserve the assets, and, nearest to me, how to pay it back and forward to others.
I am passionate about working with people, mentoring colleagues, and supporting my community.
In 2022, I founded EverKin Group at Morgan Stanley a practice operating as a boutique financial services provider, focused on comprehensive wealth management services to families.
Recognition
• Forbes Next Gen Best-In-State Wealth Advisor
Disclosure
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Securities Agent: CO, IL, WA, CT, UT, MN, ME, HI, CA, WV, MI, MD, IN, VT, VA, TX, NH, AZ, SC, NC, MT, LA, GA, OR, NY, MA, WI, PA, NV, NJ, SD, FL, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1403999
CA Insurance License #: 0L75114
NMLS#: 1403999
CA Insurance License #: 0L75114
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
US
Fax:
(650) 926-7150(650) 926-7150
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Philip Hoang today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
2Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
