Phillips & Company Home

Shouldn't everyone get advice that is unique to their situation?

Check out our quarterly webinar!

Our Blog: The Last Four...

  1. March 20, 2023

    Once again we need to fix our eyes around the corner from the recent banking turmoil. Last week we reviewed the fractional banking system. That was just the start to a deeper review. The real question I have been asking myself is what the second order effects of the… More >>

  2. March 13, 2023

      By the time we publish this post the fallout from the failure of the 16th largest bank in America will certainly come into focus. Silicon Valley Bank (SIVB) is going to be the second largest bank to fail in American history. 1 While we have all been watching the “shiny… More >>

  3. March 6, 2023

    There’s only so much one can write about the ongoing battle between inflation, interest rates, and stock prices in the United States. The past several posts cover that topic with sufficient rigor. Perhaps I will pivot to the second largest economy in the world, China, and… More >>

  4. February 27, 2023

    Equity market volatility has spiked since the robust jobs report in January. Recall the U.S. economy added 517,000 jobs in January, kicking off the start of investor hope running into reality. 1 Since that announcement, we have had a Consumer Price Index reading… More >>

Do you understand all the ins and outs of your 401(k)?

Our 401(k) team is ready to help—employers and participants.

When you have questions, we have answers. We want all of our clients to feel informed and comfortable with their retirement plans. We have an experienced, expert team of 401(k) specialists ready to help both employers set up their 401(k) program and help the participants of those plans.


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.