Personal Services
We offer customized planning, disciplined investing and transparent guidance—all centered on you and your goals.
Explore Personal Services
Move boldly.
Whether you’re planning for your family or leading a business, every financial decision matters. At Phillips Financial, we strip away the confusion, put every fee card face up, and craft strategies that are as personal as they are powerful. With clarity and confidence, we help individuals and businesses alike move boldly into the future.
Business Services
Our team brings clarity and strategy to employee benefits and retirement plans so your company—and your people—can thrive.
Explore Business Services
The People Behind Your Plan
Meet the team that listens first, guides with clarity and stays invested in your goals from day one.
Meet the Phillips Team
Since 1949, Phillips Financial has welcomed the quiet spaces in conversation that allow you to find the center point of your own thinking.