SEC CRD #801-63343
Phillips Financial | Move Boldly. Back Back Client Login Financial planning Investment Management Personal Services Business Services Our Team About Us Client Login (260) 420-7732 LinkedIn Contact Us Move boldly. Whether you’re planning for your family or leading a business, every financial decision matters. At Phillips Financial, we strip away the confusion, put every fee card face up, and craft strategies that are as personal as they are powerful. With clarity and confidence, we help individuals and businesses alike move boldly into the future. Get Started Personal Services We offer customized planning, disciplined investing and transparent guidance—all centered on you and your goals. Explore Personal Services Business Services Our team brings clarity and strategy to employee benefits and retirement plans so your company—and your people—can thrive. Explore Business Services The People Behind Your Plan Meet the team that listens first, guides with clarity and stays invested in your goals from day one. Meet the Phillips Team Since 1949, Phillips Financial has welcomed the quiet spaces in conversation that allow you to find the center point of your own thinking. More About Us
KRYSTAL BOXELL
CHIEF COMPLIANCE OFFICER
📞 (260) 420-7732
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AUM
$2.6B
Location
FORT WAYNE, IN
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