A complete list of active advisors currently associated with Phibbs Financial

Warmer can help you find a great advisor at Phibbs Financial or one who fits your needs even better.

Phibbs Financial provides discretionary asset management primarily for individuals and high-net-worth individuals, offering portfolio management, estate-planning support, and educational seminars and workshops. The firm charges percentage-of-assets-under-management fees for its advisory services and manages roughly $26.7 million across about 83 client accounts. The firm implements strategies using fundamental, technical, charting, and cyclical analysis and typically delegates model implementation through a third‑party model marketplace and custodial platform (Altruist) that it requires clients to use. Phibbs Financial documents client goals and risk tolerances, permits client‑imposed investment restrictions, and conducts periodic reviews and ongoing portfolio monitoring. Distinctive features include the firm’s use of third‑party ratings and client testimonials in its advertising and a materially affiliated insurance business; the firm’s principal spends a significant portion of time offering insurance products and receives commissions from those sales. Phibbs Financial also runs paid educational seminars ($50–$100 per household), participates in third‑party model portfolios, and offers limited assistance and partial payment of fees to outside estate‑planning providers for clients meeting certain asset thresholds.

To learn more about the advisors currently working at Phibbs Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.