PFS seeks work with advisors whom are looking to grow their practice or advisors whom are looking to sell their practice in the future. For advisors whom are looking to grow their practice — our flexible platform and scalable process is designed to help you achieve those goals. If you are looking to sell your practice, PFS is looking to partner with you to help be a part of that succession plan.
PFS, is an independent RIA based on Capitol Hill in Washington DC. We utilize Cambridge Investment Research for compliance services and Investment Advisory fee calculations. Currently we have agreements with multiple custodians and third-party money managers to give you flexibility in transition.
At PFS, the philosophy is straightforward – seek to be the best advisor you can be. By being your best you make those around you better. And that makes us all better.
If our philosophy and our work appeals to you, we’d like to have a conversation so schedule an appointment to discuss your goals and your priorities as a Financial Professional.
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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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
