I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal or business financial situation.
Meet William, Your Neighbor and Financial Services Professional...
William A. Phillips has been providing custom financial strategies to individuals, couples, and businesses across the Washington, DC region since 2008. A resident of Capitol Hill, William is proud to serve that community as well as neighbors in the greater northern Virginia, Maryland, and metro DC area, offering retirement planning, business succession planning, and wealth management strategies.
William Phillips is dedicated to providing each and every client with sound financial education and services to strategically meet unique needs and special goals whatever the challenges may be.
Leadership and excellence in business are priorities for William. So are health and fitness, which William demonstrates with daily distance runs and a love for participating in stamina-challenging courses like Spartan and Tough Mudder races.
An alumnus of The George Washington University, he remains active in the Luther Rice Society. He also serves on the board for Gearin' Up Bicycles and is donor and dog foster for the Washington Humane Society. As a Board Member Emeritus of CHAMPS (the Capitol Hill Chamber of Commerce), William continues to frequently and generously give time and effort to a variety of community events.
Learn more about William's areas of business and retirement planning expertise, including specialized planning for and with members of the LGBT business community. William also works closely with non-profit institutions and is available for consultation on best practices and strategies to meet both institutional and employee needs. Learn more today.
Verify William's Credentials at http://www.finra.org/brokercheck
Our Key Relationships
Duncan Financial Group
Locally-based in PA; independently serving clients across the U.S. A leader in providing superior insurance and financial services and solutions to a diverse client base.
Broker Dealer Cambridge Investment Research*
Find out more about independent broker-dealers
*Prior to becoming a Registered Investment Adviser as Phillips Financial Strategies (PFS) on January 7, 2020, William A. Phillips operated PFS as a DBA (Doing Business As) in association with Cambridge Investment Research.