A complete list of active advisors currently associated with Phillips Wealth Planners LLC

Warmer can help you find a great advisor at Phillips Wealth Planners LLC or one who fits your needs even better.

Phillips Wealth Planners provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, and small businesses. The firm’s Form ADV describes customized portfolio construction using individual equities, ETFs, individual bonds and mutual funds, as well as project‑based or ongoing financial planning and 3(38) retirement plan services. The advisor takes a primarily long‑term approach while using both fundamental and technical analysis and may transact in shorter timeframes for rebalancing or tactical needs; portfolios are tailored to client goals, risk tolerance and stated restrictions. The brochure discloses use of third‑party platforms and unaffiliated independent managers for certain accounts and notes that the firm selects share classes with attention to tax and custodial constraints. Compared with many peers, Phillips Wealth manages a relatively large asset base (about $341 million) with a small advisory team and discloses institutional relationships with its custodian that provide software and support. The firm’s public materials (the firm website is cited in the ADV) reference third‑party ratings, and the ADV/related disclosures indicate the firm may, in certain circumstances, utilize borrowing within managed accounts accessed through third‑party platforms or independent managers.

To learn more about the advisors currently working at Phillips Wealth Planners 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.