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Financial Guidance That is a Breed Apart
Why
Our Clients
Our Expertise
Your Team
Insights
Contact Us
Markets
Blog
Login
Background Image Alternative Text: The team around the conference table
A team that matches skill with loyalty.
Our true speciality is comprehensive financial planning and wealth management.
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Background Image Alternative Text: Phillips Financial conference room
Meet Lynn
Lynn
Phillips-Gaines
Meet Lauren
Lauren
Black
Meet Amy
Amy
Hart
Meet aLEXIS
Alexis
Turnipseed
Meet Susan
Susan
Shurden
Meet Mauria
Mauria
Ferrell
Meet Dade
Dade
Bookout
National Recognition
Recognition in The Wall Street Journal – Barron’s Top 1200 Advisors
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Meet Lynn
Lynn Phillips-Gaines Ranked Among Forbes Best-In-State Wealth Advisors
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Meet Lynn
Lynn Phillips-Gaines Named One of InvestmentNews’ Women to Watch
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Meet Lynn
Lynn Phillips-Gaines Ranked Among Forbes Top 200 Women Wealth Advisors
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Meet Lynn
Lauren Black Named to Inaugural Forbes List of America’s Top Next-Generation Wealth Advisors
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Meet Lauren