LeadIQ logo
Learn more at LeadIQ.com
Phillips Financial Management, LLC logo

Phillips Financial Management, LLC Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Phillips Financial Management, LLC, operating as Phillips Financial, is a financial services firm based in Fort Wayne, Indiana. As an SEC-registered investment adviser, it provides investment advisory services to clients and emphasizes clear, relationship-driven planning. Founded in 1949, the firm aims to help clients translate insights into actionable strategies for moving forward.

The practice serves a smaller to mid-sized client base within the financial services landscape. In 2025, Phillips Financial was ranked No. 62 on CNBC's Financial Advisor 100 list, reflecting increased industry visibility.

Find Phillips Financial Management, LLC employees' phone numbers or email addresses

Phillips Financial Management, LLC Global Highlights

Location
Employees

North America
33

Minus sign iconPlus sign icon
  • United States Of America
    33

Phillips Financial Management, LLC's Leadership

  • Stylized image of a person
    E. W.
    Chief Financial Officer
    Mobile Phone
  • Stylized image of a person
    W. P.
    Owner
    Mobile Phone
  • Stylized image of a person
    R. P.
    Principal
    Mobile Phone
  • Stylized image of a person
    A. P. C. C.
    Investment Adviser Representative
    Mobile Phone

Phillips Financial Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other
  • Legal

Contact profiles from Phillips Financial Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. W.
    Chief Financial Officer
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    W. P.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. P.
    Principal
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    A. P. C. C.
    Investment Adviser Representative
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Phillips Financial Management, LLC known for?

Minus sign iconPlus sign iconPhillips Financial Management, LLC was founded in 1949 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-260-420-****
. Explore Phillips Financial Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconPhillips Financial Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Phillips Financial Management, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconPhillips Financial Management, LLC has approximately 25 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Phillips Financial Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Phillips Financial Management, LLC's key employees include:

  • Chief Financial Officer: E. W.
  • Owner: W. P.
  • Principal: R. P.
  • Investment Adviser Representative: A. P. C. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.