Andrew Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds eight years of industry experience, including prior work at Mid Atlantic Capital Corporation. Phillips has been with Phillips Wealth Management since 2013. Phillips Wealth Management provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio strategies tailored to client goals and risk tolerances, and it operates a firm-sponsored wrap fee program, which is uncommon for a firm of its size.

Jennie Fravel is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Prolink Staffing, Tailored Management, Abercrombie & Fitch, Altard State, and Justice. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio management strategies tailored to client goals and risk tolerances, and it offers a wrap fee program along with ERISA 3(21) advisory support for plan sponsors.

Mark Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors and UBS Financial Services. Phillips Wealth Management LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employer-sponsored plans. The firm manages portfolios using a combination of fundamental, technical, charting, and cyclical analysis, employing both active and passive strategies while also utilizing third-party money managers and a held-away platform for defined-contribution accounts.