At Phillips Financial Strategies on Capitol Hill, we help people manage their money in a way that reflects their values and goals.
At Phillips Financial Strategies on Capitol Hill, we help people manage their money in a way that reflects their values and goals.
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.
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.
We manage and optimize each part of your finances so you can live your best life.
Chart a strategic course towards your financial aspirations with our collaborative planning services, tailored to your unique goals and circumstances.
We provide a clear and transparent look into your investments. Our advisory services strive to maximize your financial potential.
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.
We help you manage the benefits your business offers employees. Attract and retain top talent with our customizable group benefits solutions.
We offer a compassionate and personalized approach to help you manage your wealth.
Schedule a call with William Phillips to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Move through life knowing that you are following a plan that is designed to keep you on track.
Access insightful articles and the latest news about our company and our industry.
Book a consultation with William to start the process today!
Phillips Financial Strategies provides comprehensive and personal service to neighbors on Capitol Hill and well beyond the Washington DC metro region. 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.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Investment Advisory Services and Financial Planning Services offered by William Phillips are performed through Phillips Financial Strategies, a Registered Investment Advisor in DC, LA, MD, TX and VA. William Phillips also holds insurance licenses in DC, MD, LA, VA, PA, FL, NY and NC.
Securities offered through Cambridge Investment Research, Inc, member FINRA/SIPC, by William A. Phillips, who is licensed as a Registered Representative with Cambridge Investment Research, Inc, to sell securities in: CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, NJ, NY, OH, PA, TX, VA, VT.
Phillips Financial Strategies and Cambridge are not affiliated.
Research William Phillips’ background and experience at http://www.finra.org/brokercheck
