A complete list of active advisors currently associated with Phillips Wealth Management LLC
Warmer can help you find a great advisor at Phillips Wealth Management LLC or one who fits your needs even better.
Phillips Wealth Management LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm offers both active and passive portfolio strategies and acts as an ERISA 3(21) advisor for qualified retirement plans. Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with discretionary trading authority, periodic (at least quarterly) account reviews, and rebalancing as needed. The firm also manages held‑away defined‑contribution plan participant accounts through a third‑party aggregation platform, allowing review and reallocation of those assets without taking custody. Notably, PWM sponsors a wrap fee program for its actively managed portfolios, a structure that is uncommon among peers, and the firm’s principal maintains a licensed insurance practice and may receive commissions for insurance sales—an arrangement the brochure discloses and frames as mitigated by fiduciary obligations and client disclosures. The firm manages roughly $89 million with a two‑advisor team and does not impose a formal account minimum, features that may affect how it engages smaller or consolidated household relationships.
To learn more about the advisors currently working at Phillips Wealth Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Pickerington, OH
| 3
| |
Pickerington, OH
| 38
|
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