Founded in 2012 by Phillip Christenson and James Sexton, Phillip James Financial is an independent Registered Investment Advisor (RIA) firm. The company operates on a fee-only basis, meaning it is compensated solely by its clients, not by commissions from selling financial products. It is committed to a fiduciary standard, legally obligating it to act in its clients' best interests. The firm specializes in providing comprehensive financial planning, investment management, and retirement planning for individuals and families.

Founded in

United States