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.
We are an independent financial planning and investment firm.
Comprehensive financial planning.
Kevin S. Phillips
Michael A. Phillips, CFP®
President and Investment Advisor Representative
Certified Financial Planner™
Investment Advisor Representative
Events on Wall Street