Reflecting on the past. Planning for the future.
Standing with you along the way.
Our practice was built on collaboration. We believe in open conversations that allow our clients to share freely about what matters most to them, and we work together as a team to transform their hopes into realities. We listen attentively, building strong relationships that foster trust, communication, and action. These values—sharing, listening, and trust—drive our process, ensuring your needs are heard, understood, and met.
Our clients engage us as wealth management strategists because they believe in our ability to consistently deliver the performance they seek. We’re dedicated to the long game, and over time, we become a trusted advocate who guides our clients in all matters of wealth management and asset growth.
Right values. Right thinking. Right tools.
If trust is our most valuable asset, expertise is surely a close second.
We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.
The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.
Reflection
Focusing on a specific goal, evaluating the appropriate path, and executing a plan that will lead to success — a process guided by careful consideration.
Collaboration
We believe in a team approach to wealth management, where clients and advisors both play an integral role. We educate, discuss, and gather feedback throughout the process, ensuring your strategies are tailored specifically to your needs and desires.
Advocates
We act solely on your behalf. Because Phillips & Company is independently minded, we are able to make recommendations and provide guidance that is focused on achieving the best results for our clients.
Success
At Phillips & Company, we make decisions based on meeting long-term goals over entire market cycles. Short-term wins are great, but sustained performance in all market conditions is our true measure of success.
