We’ve been selected as a SmartVestor Pro because we’re committed to helping you achieve your long-term investing goals. You can be confident that we have your best interests at heart.

Financial Planning

Let’s develop your personal financial plan

 

Investments | Retirement | Insurance | Estate Planning

Personalized Approach

Work with a firm you can be proud of and where you’re cared for.

 

We’ve been selected as a SmartVestor Pro because we’re committed to helping you achieve your long-term investing goals.

Financial Planning

Let’s develop your personal financial plan

Personalized Approach

Work with a firm you can be proud of and where you’re cared for.

Come As You Are

Just Out Of School

It is time to face the real world. Don’t worry, we got your back.

Growing Kids

Juggling your kids, 401k and career is tough. We won’t let it overwhelm you.

Retirement

Are you freaked that you might run out of money in retirement?

Starting a Family

From hanging out with friends to poopy diapers, we help make the transition seamless.

Nearing Retirement

Retirement is getting close. We have the tools to help make sure you do it right.

Widowed & Inheritance

After the loss of a loved one, you shouldn’t have to worry about finances.

Just Out Of School

It is time to face the real world. Don’t worry, we got your back.

Growing Kids

Juggling your kids, 401k and career is tough. We won’t let it overwhelm you.

Retirement

Are you freaked that you might run out of money in retirement?

Starting a Family

From hanging out with friends to poopy diapers, we help make the transition seamless.

Nearing Retirement

Retirement is getting close. We have the tools to help make sure you do it right.

Widowed & Inheritance

After the loss of a loved one, you shouldn’t have to worry about finances.

Just Out Of School

It is time to face the real world. Don’t worry, we got your back.

Starting a Family

From hanging out with friends to poopy diapers, we help make the transition seamless.

Growing Kids

Juggling your kids, 401k and career is tough. We won’t let it overwhelm you.

Nearing Retirement

Retirement is getting close. We have the tools to help make sure you do it right.

Retirement

Are you freaked that you might run out of money in retirement?

Widowed & Inheritance

After the loss of a loved one, you shouldn’t have to worry about finances.

Who We Are

Phillips Financial Advisors is a financial and estate planning firm. We do not believe in high pressure sales tactics, but we do believe in full transparency. We educate our clients about finances without using financial jargon that only confuses people more. We put our clients’ interests far above our own in all recommendations we make.

Our advisory accounts hold us to a Fiduciary Standard with our clients.  As  a Fiduciary, we have a legal responsibility to always act in your best interests.

Let Us Help With

  • Managed & Fee Based Accounts
  • Traditional & Roth IRAs
  • 529 College Savings & UGMA/UTMA Accounts
  • 401(k) | 403(b) | 457
  • Simple IRA & SEP Plans
  • Term Life Insurance
  • Long Term Care Insurance
  • Individual Disability Income Insurance
  • Estate Planning

Retirement Calculator

Meet The Team

James Phillips

President and
Founder

Robert Stark

COO and
Financial Advisor

Garth Moreau

Financial
Advisor

Sixto Velasco

Financial
Advisor

Jessica Phillips

Administrative
Assistant