Important Documents

Wrap Fee Program Brochure
Form ADV Part 2A
Form ADV Part 2B
Manning & Napier - 2025 Tax and Planning Guides Bundle

Understanding the Differences: Commission Vs. Advisory
Client Relationship Summary
Privacy Policy

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.

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Services

Financial Planning
Investment Services
Insurance Services
Group Benefits

Financial Planning
Investment Services
Insurance Services
Group Benefits

Let's get in touch

(202) 681-1161
700 Pennsylvania Ave SE
Suite 200
Washington, DC 20003

Schedule a Meeting

Form CRS

Form ADV 2A
Disclosures
Privacy Notice
BCP
Wrap Fee Program Brochure

Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”)
a SEC-Registered Investment Advisor doing business as Phillips Financial Strategies.

Privacy Policy

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