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

September 2022 State of the Firm

Topic: Investment Porfolio Design

Speaker: William Phillips

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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A Note of Thanks

The results are in, and the readers have spoken! This year, Phillips Financial Strategies won Second place in the Washington City Paper’s Best of DC contest under the Reader’s Picks category of “Best Money Management Services.”

We could not be more grateful to all who voted and we are humbled by this honor. We appreciate the level of confidence in our firm. As always, we look forward to continuing to work with our neighbors throughout the DC community.

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