Phillip James Financial

Financial ServicesMinnesota, United States2-10 Employees

Phillip James Financial is an independent, fee-only financial planning & investment management company in Plymouth Minnesota. We were founded with the idea of bringing fee-only financial planning and investment advisory services to individuals and families which historically has been restricted to the very wealthy due to high minimum fees.  We believe that the fee-only model offers a better alternative to the traditional broker/dealer model by removing the inherent conflict of interest that can be associated with selling commissioned based products.  Everyone deserves sound advice when it comes to their investments that are aligned with their goals and not those of the broker.  

As a fee-only firm we do not receive commissions from investment companies, we are paid only by our clients.  This fee structure has many advantages.  It’s simple, transparent, and easy to understand.  It also gives your advisor an incentive to grow your assets—when you succeed, your advisor succeeds.

Whether you have just started saving or you are preparing for retirement, Phillip James wants to make sure you achieve your financial needs and goals.

Website: http://phillipjamesfinancial.com
Phone: (763) 432-0852
Fax: (763) 390-0023

Sign up for free to view info

Email Format Employee directory