Phillips Financial Management, LLC Employee Directory

Q: What is Phillips Financial Management, LLC known for?

Phillips Financial Management, LLC was founded in 1949. Phillips Financial Management, LLC operates in the Financial Services industry.

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

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

Phillips Financial Management, LLC Global Highlights

North America
31

United States Of America
31

Phillips Financial Management, LLC's Leadership

B. G.
Chief Operating Officer
Mobile Phone
Email
E. W.
Chief Financial Officer
Mobile Phone
Email
W. P.
Owner
Mobile Phone
Email
M. C.
Financial Advisor
Mobile Phone
Email
A. P. C. C.
Investment Adviser Representative
Mobile Phone
Email
J. B.
Executive Assistant
Mobile Phone
Email

Phillips Financial Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Administrative
Analytics
Other
Legal

Contact profiles from Phillips Financial Management, LLC

Name

Title

Contact Info

Location

Last Update

B. G.
Chief Operating Officer
Mobile Phone
Email
United StatesPennsylvania
Apr 26, 2025
E. W.
Chief Financial Officer
Mobile Phone
Email
Oct 18, 2024
W. P.
Owner
Mobile Phone
Email
Oct 17, 2024
M. C.
Financial Advisor
Mobile Phone
Email
Oct 21, 2025
A. P. C. C.
Investment Adviser Representative
Mobile Phone
Email
Oct 22, 2024
J. B.
Executive Assistant
Mobile Phone
Email
United StatesMississippi
Oct 18, 2024

Frequently Asked Questions

What is Phillips Financial Management, LLC known for?

Phillips Financial Management, LLC was founded in 1949 operates in the Financial Services industry. The company's main headquarters is located in 6920 Pointe Inverness Way Suite 230 Fort Wayne, Indiana 46804 United States; 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?

Phillips 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?

Phillips Financial Management, LLC has approximately 25 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Chief Operating Officer: B. G.
Chief Financial Officer: E. W.
Owner: W. P.
Financial Advisor: M. C.
Investment Adviser Representative: A. P. C. C.

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