A complete list of active advisors currently associated with Phoenix Financial Solutions, Inc.

Warmer can help you find a great advisor at Phoenix Financial Solutions, Inc. or one who fits your needs even better.

Phoenix Financial Solutions, Inc. provides fee-only financial planning (hourly and comprehensive engagements) and investment advisory services to individuals as well as a range of entities, including trusts, estates, charitable organizations, small businesses and other corporate entities. The brochure also describes educational workshops on financial and investment topics, and notes that the firm reported no assets under management as of the brochure date. The firm evaluates each client’s financial situation, tax circumstances and risk tolerance, develops a written Investment Policy Statement, and emphasizes asset allocation as the primary determinant of long-term returns. Investment recommendations are generally based on fundamental, long-term, buy-and-hold principles and the firm provides non-discretionary advice, with clients retaining implementation authority. Compared with many solo, independent advisers, Phoenix highlights services to institutional‑type and business clients and a regular practice of offering sponsored educational seminars, activities that are less common among peers. The principal’s actuarial and advanced financial planning credentials (FSA, CFP, ChFC, CLU) and the firm’s stated policy of not taking custody or exercising discretionary trading authority are additional distinguishing features.

To learn more about the advisors currently working at Phoenix Financial Solutions, Inc., 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.