A complete list of active advisors currently associated with Phillip James Financial Co.

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

Phillip James Financial serves individuals and families, with a stated focus on clients who are retired or roughly ten to fifteen years from retirement. The firm offers integrated services including asset management, comprehensive financial planning, retirement planning, tax planning and tax preparation, and it also manages held‑away retirement accounts and 529 plans. The firm's investment approach is long‑term and academically grounded, using Modern Portfolio Theory to construct globally diversified, tax‑efficient portfolios built primarily with low‑cost ETFs that are monitored and rebalanced to maintain target allocations. Financial planning is treated as a living document integrated with investment management; the firm conducts ongoing reviews (at least annually) and provides clients unrestricted access to the advisory team. A distinctive feature of the practice is the combination of accounting and investment expertise: it was founded by professionals with both accounting and CFA credentials and operates an in‑house tax preparation and tax‑strategy service (PJFTax) that is integrated into client planning. The firm manages roughly $197 million of mostly discretionary assets with two advisors, typically requires clients’ investable accounts to be placed under management, and operates on a fee‑only, fiduciary model.

To learn more about the advisors currently working at Phillip James Financial Co., 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.