Financial Expertise Rooted in Compassion
Phillips Financial Strategies was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service to neighbors on Capitol Hill and throughout the greater 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.
William A. Phillips has been providing financial services since 2008 first as a Financial Professional with AXA Advisors. In September 2014, William left AXA to open Phillips Financial Strategies as an independent investment advisor. In January 2020, Phillips Financial Strategies updated its registration to become a Registered Investment Advisor domiciled in Washington DC.
Learn more about William’s areas of business and retirement planning expertise, including specialized planning for and with members of the LGBT business community.
Our experienced professionals take a hands-on approach to helping you build a solid foundation for long-term financial security.
As your Financial Professionals, we will provide tools to keep you focused on where you want to go and help you grow in that direction.
While your financial future is building and growing, we will be there every step of the way to advise you through times of change and upheaval, as well as prosperity, to help protect the assets you’ve worked so hard to build.
Locally-based in PA; independently serving clients across the U.S. A leader in providing superior insurance and financial services and solutions to a diverse client base.
Find out more about independent broker-dealers.
LPWM Group is a collection of elite Private Wealth Management firms located along the East Coast.
*Prior to becoming a Registered Investment Adviser as Phillips Financial Strategies (PFS) on January 7, 2020, William A. Phillips operated Phillips Financial Strategies as an Investment Advisory Representative through Cambridge Investment Reserach.
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