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Gathering insights about Phillips Financial Management, LLC…

Phillips Financial Management, LLC Tech Stack

Phillips Financial Management, LLC uses 8 technology products and services including Microsoft 365, Google Fonts API, Twemoji, and more. Explore Phillips Financial Management, LLC's tech stack below.

  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • Adobe Fonts
    Web Fonts
  • Gravity Forms
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers
  • Max Mega Menu
    Widgets

Phillips Financial Management, LLC's Email Address Formats

Phillips Financial Management, LLC uses at least 2 format(s):
Phillips Financial Management, LLC Email FormatsExamplePercentage
First@1phillips.comJohn@1phillips.com
82%
Last@1phillips.comDoe@1phillips.com
16%
First.Last@1phillips.comJohn.Doe@1phillips.com
2%

Frequently Asked Questions

Where is Phillips Financial Management, LLC's headquarters located?

Minus sign iconPlus sign iconPhillips Financial Management, LLC's main headquarters is located at 6920 Pointe Inverness Way Suite 230 Fort Wayne, Indiana 46804 United States. The company has employees across 1 continents, including North America.

What is Phillips Financial Management, LLC's phone number?

Minus sign iconPlus sign icon You can contact Phillips Financial Management, LLC's main corporate office by phone at
+1-260-420-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Phillips Financial Management, LLC's official website and social media links?

Minus sign iconPlus sign iconPhillips Financial Management, LLC's official website is myphillips.com and has social profiles on LinkedIn.

What is Phillips Financial Management, LLC's NAICS code?

Minus sign iconPlus sign iconPhillips Financial Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Phillips Financial Management, LLC have currently?

Minus sign iconPlus sign iconAs of February 2026, Phillips Financial Management, LLC has approximately 25 employees across 1 continents, including North America. Key team members include Chief Operating Officer: B. G.Chief Financial Officer: E. W.Owner: W. P.. Explore Phillips Financial Management, LLC's employee directory with LeadIQ.

What industry does Phillips Financial Management, LLC belong to?

Minus sign iconPlus sign iconPhillips Financial Management, LLC operates in the Financial Services industry.

What technology does Phillips Financial Management, LLC use?

Minus sign iconPlus sign iconPhillips Financial Management, LLC's tech stack includes Microsoft 365Google Fonts APITwemojiAdobe FontsGravity FormsApache HTTP ServerApacheMax Mega Menu.

What is Phillips Financial Management, LLC's email format?

Minus sign iconPlus sign iconPhillips Financial Management, LLC's email format typically follows the pattern of First@1phillips.com. Find more Phillips Financial Management, LLC email formats with LeadIQ.

When was Phillips Financial Management, LLC founded?

Minus sign iconPlus sign iconPhillips Financial Management, LLC was founded in 1949.

Phillips Financial Management, LLC

Financial ServicesIndiana, United States11-50 Employees

At Phillips Financial, we believe financial clarity leads to confident action. Since 1949, we’ve earned our reputation through transparency, relational insight and intentional strategy. Our approach is simple: listen deeply, cut through the noise and build plans that help you move boldly into what’s next.

Phillips Financial Management, LLC, DBA Phillips Financial, an SEC Registered Investment Adviser

Section iconCompany Overview

Headquarters
6920 Pointe Inverness Way Suite 230 Fort Wayne, Indiana 46804 United States
Phone number
+1-260-420-****
Website
myphillips.com
NAICS Code
52 - Finance and Insurance
Founded
1949
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Phillips Financial Management, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Phillips Financial Management, LLC's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    B. G.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. W.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P. C. C.
    Investment Adviser Representative
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. B.
    Executive Assistant
    Phone icon
    Mobile Phone

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