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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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The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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