Phillip James Financial Email Format

Financial ServicesMinnesota, United States2-10 Employees

Phillip James Financial is an independent, fee-only financial planning and investment management firm based in Plymouth, Minnesota. The firm serves individuals and families by providing objective financial advice that aligns with clients’ goals, without the conflicts associated with commissions. Its fee-only structure means advisors are compensated directly by clients, promoting transparency and an incentive to grow client assets. Positioned within the financial services industry, the company emphasizes accessible, unbiased planning and investment guidance for clients at various life stages, from those just starting to save to those preparing for retirement. The organization operates from its Plymouth location and maintains a small professional team.

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