Phillips Wealth Management

LEAVING YOUR LASTING LEGACY

Financial planner in Columbus, OH (show on map)

Phillips Wealth Management LLC offers comprehensive financial planning and investment management services focused on clients' goals and aspirations.

Call (855) 315-3648

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About

Phillips Wealth Management LLC is a registered investment advisory firm in Ohio that offers investment management, financial planning, estate planning, insurance, and tax services. The firm focuses on clients' goals and aspirations, utilizing a comprehensive approach to wealth management.

Founded by Mark Phillips, the company emphasizes education, personalized service, and a commitment to helping clients achieve secure financial futures. Services include investment management, retirement planning, estate planning, insurance solutions, and tax strategies, with a team led by Mark Phillips, Andrew "AJ" Phillips, and Jennie Phillips Fravel.

Client-centered approach

Comprehensive Wealth Management process

Team approach with diverse expertise

Services

Investment Management

Dynamic Asset Allocation process to mitigate market risk and manage client assets.

Proprietary Tactical Asset Allocation Comprehensive Wealth Management tools

Financial Planning

Comprehensive planning covering retirement, estate, insurance, and tax strategies.

Retirement Plans Tax Plans Estate Plans Insurance Solutions

Insurance Solutions

Tailored insurance products including disability income, life, and long-term care insurance.

Disability Income Insurance Life Insurance Long-Term Care Insurance

Credentials & Certifications

Registered Investment Advisor

Since 20XX

Frequently Asked Questions

What is the difference between tax prep and tax strategy? +

Tax strategy is a continuous process that coordinates with financial planning to optimize tax outcomes, whereas tax prep is a once-a-year filing exercise.

When should I start taking Social Security? +

The decision depends on factors such as personal financial situation, retirement goals, and life expectancy. Consulting with a financial advisor can help determine the optimal timing.