Phillips Financial Services
With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to a multi-disciplinary planning organization with more than 20 associates.
It began with our late founder, Richard Phillips, Sr., who attributed his success to hard work, a steady focus on his clients’ needs, and providing exceptional service to every customer every day. He instilled this work ethic in his son, Richard Phillips, Jr., who worked by his side for many years. Rick now leads the organization. While many father-son ventures fizzle with the next generation, Rick has led the organization through decades of careful and intentional growth.
Through a diligent team-driven approach, we provide leading-edge strategies for comprehensive financial planning, asset management and employee benefits planning.
