Phillips Financial Strategies

Our Story

At Phillips Financial Strategies, we're more than just a financial services firm - we're a community-focused partner dedicated to helping you grow the life you want. With a commitment to socially conscious investing, our team of experienced professionals is passionate about empowering individuals, businesses, and organizations to achieve their goals.

Our Mission

Our first priority is helping you take care of yourself and your family. We take the time to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. By building long-term relationships based on open and honest communication, we're able to provide tailored guidance and support that addresses your unique needs.

Our Services

At Phillips Financial Strategies, we offer a comprehensive range of services designed to meet the diverse needs of our clients. Our professional assistance and advisory services include:

• Retirement planning: We help you prepare for the future you've always envisioned, whether that means traveling, pursuing hobbies, or simply enjoying time with loved ones.
• Estate planning: Our team helps you navigate the complex process of transferring wealth, minimizing taxes, and ensuring your legacy.
• Investment management: We provide expert guidance on investment portfolio design, helping you make informed decisions that align with your goals and risk tolerance.
• Insurance planning: Our professionals help you assess your insurance needs, ensuring you have the right coverage to protect yourself and your loved ones.
• Tax planning: We offer strategic tax planning services to minimize liabilities and maximize your hard-earned dollars.

Our Team

Meet our experienced financial professionals, dedicated to delivering exceptional service and guidance:

• William A. Phillips, Principal - Financial Professional
• Lindsay Marsh, Chatfield Group Plan Specialist
• Casey Messenger, Operations
• Lee Hartshorn, Financial Advisor

Our Commitment

At Phillips Financial Strategies, we're proud to be a part of the Capitol Hill community in Washington, D.C. We're committed to building strong relationships with our neighbors and providing professional services that make a meaningful difference in their lives.