Founded in 1982 by R. Marshall Phillips, Phillips Financial Advisors is a comprehensive financial advisory firm that operates on a "fee-only" basis. This means their compensation comes directly from clients, not from commissions on financial products, aligning their interests with those of their clients. The firm acts as a fiduciary, providing services that include retirement planning, investment management, tax planning, and estate planning to help individuals and families achieve their long-term financial goals.

Founded in

United States