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Our Goals

Welcome to Phillips Financial Management

Phillips Financial Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients wealth by seeking to deliver an unprecedented level of personalized service and expertise.

At Phillips Financial Management, we are fiduciaries and always put our client's best interest first. As a fiduciary, we must act with care, skill, prudence, diligence and solely in our client's best interest. 

YOUR BEST INTEREST IS OUR FIRST PRIORITY

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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Our Firm

We are an independent financial planning and investment firm.

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Our Services

Comprehensive financial planning.


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Kevin and Michael

Meet Our Team

Kevin S. Phillips

Michael A. Phillips, CFP®

John Glaudel

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<p>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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<p>Coaches</p>

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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