Your Neighbor and Financial Services Professional
principal – financial professional
William A. Phillips has been providing custom financial strategies to individuals, couples, and businesses across the Washington, DC region since 2008. A resident of Capitol Hill, William is proud to serve his community, as well as neighbors in the greater northern Virginia, Maryland, and metro DC area, offering financial planning, investment advisory services, business planning, and group benefits.
William Phillips is dedicated to providing each client with sound financial education and services to strategically meet unique needs and goals, whatever the challenges may be.
William is passionate about his work in the field of financial planning and investment management. He also has a passion for an active lifestyle which he demonstrates with daily distance runs and a love for participating in stamina-challenging courses like Spartan and Tough Mudder races.
An alumnus of The George Washington University, William serves his community as a board member emeritus for Gearin’ Up Bicycles and works with dog fosters at the Humane Rescue Alliance in Washington DC. As a Board Member Emeritus of CHAMPS (the Capitol Hill Chamber of Commerce), William continues to frequently and generously give time and effort to a variety of community events.
We offer comprehensive financial advisory services that can help you achieve your financial goals. We work with you to develop a customized plan that meets your unique needs and objectives. Contact us today to learn more about our financial advisory services and how we can help you achieve your goals.
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