Live with Confidence

At Phillips Financial Strategies on Capitol Hill, we help people manage their money in a way that reflects their values and goals.

Live with Confidence

At Phillips Financial Strategies on Capitol Hill, we help people manage their money in a way that reflects their values and goals.

About Us

Get the support you need to build the future you want.

Phillips Financial Strategies was founded with the goal of assisting our clients with aspects of their financial lives. We’ve provided personal service to our neighbors on Capitol Hill, the greater Washington DC Metro region, and beyond. Our reputation for excellence in our industry has earned us clients in over 10 states and multiple countries. Every day we work to create financial stability and security for each of our clients. Our philosophy is built on helping clients achieve their goals.

Have you had these struggles?

You don’t have a financial advisor who can adequately address the complexities of your situation.
You would like an advisor capable of working alongside you as your needs change?
You would like a Financial advisor to put your needs first?

We believe that you deserve Compassion, Transparency and Professionalism from your financial advisor and we bring these values to everything we do.

The Best of DC Award is based upon an open voting poll run by the Washington City Paper with winners selected based upon number of votes. This award is not based upon investment performance or returns.

Our Services at a Glance

We manage and optimize each part of your finances so you can live your best life.

Financial Planning

Chart a strategic course towards your financial aspirations with our collaborative planning services, tailored to your unique goals and circumstances.

Investment Advisory

We provide a clear and transparent look into your investments. Our advisory services strive to maximize your financial potential.

Insurance Services

Protecting your financial future is of utmost importance. That’s why we offer a wide range of insurance services to help you safeguard your assets and mitigate risk.

Group Benefits

We help you manage the benefits your business offers employees. Attract and retain top talent with our customizable group benefits solutions.

How it works

We offer a compassionate and personalized approach to help you manage your wealth.

Step 1: Schedule An Initial Call

Schedule a call with William Phillips to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.