Richard Philipson

Partner, PKF O'Connor Davies LLP

Partner, PKF O'Connor Davies Advisory LLC

"I've dedicated my career to guiding clients through complex financial landscapes, always prioritizing their unique circumstances and aspirations."

Richard Philipson has over 40 years of experience in public accounting, primarily focused on taxation. He specializes in individual, business and estate planning and adeptly navigates complex family dynamics and tax issues in his professional advisory services.

Richard’s expertise extends particularly to trusts, estates and closely held businesses, where he has become a trusted advisor to high-net-worth individuals and other private clients.

Throughout his career, Richard has remained dedicated to addressing not only the tax implications but also the unique circumstances and aspirations of his clients.

Professional Affiliations and Civic Involvement


  • Certified Public Accountant (Maryland, Virginia, Washington D.C.)
  • Personal Financial Specialist (PFS)