Phylax Legacy Advisors
We serve as trusted guardians, dedicated to preserving the legacies of the ultra-affluent, professionals, and business owners.
Jones Lowry is now Phylax Legacy Advisors.
CONGRATULATIONS
ADAM SENDZISCHEW
CEO & MANAGING PRINCIPAL
Financial Professional, RJFS
2026
#5 BEST-IN-STATE | #50 NATIONWIDE
Forbes | SHOOK Top Financial Security Professionals List
2026 Forbes Best-in-State Financial Security Professionals
The Forbes ranking of the Top Financial Security Professionals Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, evaluating thousands of professionals who are properly licensed to sell life insurance and annuities in categories including: production/premiums, death benefits and assets under management, client persistency rates, providing a full client service model & planning process. FSPs must have at least 7 years of experience, be nominated by their current firm, and have an acceptable compliance record. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of July 2026): Out of over 19,402 nominations, based on thresholds, 1,883 professionals received the award (the amount in each state varies based on populations). This ranking is based upon the period from 12/31/2024 to 12/31/2025 and was released on 7/09/2026. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Compensation provided for using the rating. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange this award. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-financial-security-professionals for more info.
2026 Forbes America's Top Financial Security Professionals
The Forbes ranking of America's Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, evaluating thousands of professionals who are properly licensed to sell life insurance and annuities in categories including: production/premiums, death benefits and assets under management, client persistency rates, providing a full client service model & planning process. FSPs must have at least 7 years of experience, be nominated by their current firm, and have an acceptable compliance record. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of July 2026): Out of over 19,402 nominations, based on thresholds, 100 professionals received the award (the amount in each state varies based on populations). This ranking is based upon the period from 12/31/2024 to 12/31/2025 and was released on 7/09/2026. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Compensation provided for using the rating. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange this award. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-financial-security-professionals for more info.
What We Do
We offer customized, innovative wealth transfer strategies designed for significant impact.
Life Insurance Planning
By using life insurance as a funding vehicle, we help enhance estate planning, investment goals, and business continuity.
Private Placement
Private Placement Life Insurance offers accredited investors the ability to allocate account values in a tax-efficient manner.
How We Do It
We're committed to customized strategies, comprehensive protection, and unwavering service standards.
Who We Are
Our exceptional team provides deep specialization in life insurance-based wealth transfer planning.