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Welcome to Phillips Financial Strategies | Capitol Hill, Washington, DC

Phillips Financial Strategies is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide.

Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.


Meet Our Team

William Phillips isn’t just your financial services professional, he’s your neighbor right here on Capitol Hill.

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Our Services

We can help integrate retirement planning into your overall financial plan, including investments and insurance.

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Wealth Management Tools

Accounts. Documents. Assets. Advisors. Now you can see and control everything about your financial life in one secure and convenient place.

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