Philip Nisonger is a financial advisor at Safe Money Inc. with 51 years of industry experience. He holds a Series 63 designation and has previously worked at HD Vest Investment Services and HD Vest Insurance Agency Inc. Nisonger is also the owner and sole proprietor of Anomalous Business Systems Inc., a tax preparation and accounting service. Safe Money Inc. provides discretionary portfolio management to individual and high-net-worth clients, focusing on building individualized Investment Policy Statements and monitoring accounts regularly. The firm’s investment approach combines fundamental and quantitative analysis with a long-term trading horizon.

Nilima Agrawal is a financial advisor at Safe Money Inc. with nine years of industry experience. She holds Series 65 and Series 66 designations and has previously worked at Commonwealth Financial Network. Outside of advising, she is involved in tax preparation services for individual and corporate clients. Safe Money Inc. provides discretionary portfolio management to individual and high-net-worth clients, creating personalized Investment Policy Statements and monitoring accounts regularly. The firm uses a combination of fundamental and quantitative analysis with a long-term investment horizon, focusing on mutual funds, fixed-income securities, real estate funds, annuities, equities, ETFs, and TIPS.