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Financial Guidance That is a Breed Apart
Why
Our Clients
Our Expertise
Your Team
Contact Us
Markets
Gallery
Blog
Client Access
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 Mauria
Mauria
Robertson
Meet Madeline
Madeline
Golden
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’ 20 Women to Watch
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Meet Lynn
Raymond James Congratulates Lynn Phillips-Gaines, CFP®, CLTC on Being Named to Our Profession’s Distinguished Lists
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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