About Us
A firm built on long relationships
Phillips Financial Management is an independent, three-partner financial planning and investment firm based in North Phoenix, Arizona.
Our Mission
At Phillips Financial Management, our goal is simple: help you feel confident and secure about your financial future, however far along you already are.
How We Work
We build honest, straightforward financial plans, using a mix of investments like mutual funds, ETFs, stocks, and bonds to fit your goals.
As fiduciaries, we're required to put your interests ahead of our own, always. That's not a slogan, it's a legal standard we hold ourselves to on every recommendation we make.
Credentials & Affiliations
Our advisors are Investment Advisor Representatives with Verus Capital Partners, LLC.
Look up our firm on FINRA BrokerCheck