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Our Firm

Phillips Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and confidence.

Our Value Proposition

Phillips Financial Management is an honest, transparent, friendly and hardworking financial firm. Clients can expect to have a specific and precise financial plan with their assets invested accordingly. Our strategies are designed to survive in any type of market with a broad mix of mutual funds, exchange traded funds, stocks, bonds and alternative investments.

Our Mission

The primary objective of Phillips Financial Management is to assist you in planning for your financial security and well-being. We develop a road map for families and businesses through innovative wealth management strategies while delivering unrivaled service and support throughout life-long client relationships.