Phillips Financial Strategies on Capitol Hill

Our Company

Phillips Financial Strategies was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided comprehensive and personal service to neighbors on Capitol Hill and throughout the greater Washington DC metro region, earning us a reputation for excellence in our industry. Every day we work to create financial stability and security for each of our clients. Our philosophy is built on helping clients achieve their goals.

William A. Phillips has been providing financial services since 2008, first as a Financial Professional with AXA Advisors. In September 2014, William transitioned to operating Phillips Financial Strategies (FPS) as a Financial Professional and DBA (Doing Business As) in association with his investment advisor activities at Cambridge Investment Research. As of January 7, 2020, we have proudly become a Registered Investment Adviser Firm, still as Phillips Financial Strategies (PFS).

Our Commitment

BUILD. Our experienced professionals take a hands-on approach to helping you build a solid foundation for long-term financial security.

GROW. As your Financial Professionals, we will provide tools to keep you focused on where you want to go and help you grow in that direction.

PROTECT.While your financial future is building and growing, we will be there every step of the way to advise you through times of change and upheaval, as well as prosperity, to help protect the assets you've worked so hard to build. 

Our Principle

Phillips Financial Strategies on Capitol Hill is based on the principle that education and understanding of your current financial situation is critical, if you are going to make wise and informed decisions concerning your future financial condition. If you have any questions or concerns about your current financial situation or wish to schedule an appointment, please contact us.