Phillip James Financial

Financial Services - Plymouth, MN, US

Phillip James Financial Employees
James Sexton

Financial Planner & Tax Manager

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Molly Christenson

Office Manager & Operations Analyst

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Molly Lewis

Office Manager & Operations Analyst

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Phillip Christenson

Financial Planner & Portfolio Manager

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Phillip James Financial Details

Phillip James Financial is an independent, fee-only financial planning & investment management company in Plymouth Minnesota. We were founded with the idea of bringing fee-only financial planning and investment advisory services to individuals and families which historically has been restricted to the very wealthy due to high minimum fees. We believe that the fee-only model offers a better alternative to the traditional broker/dealer model by removing the inherent conflict of interest that can be associated with selling commissioned based products. Everyone deserves sound advice when it comes to their investments that are aligned with their goals and not those of the broker. As a fee-only firm we do not receive commissions from investment companies, we are paid only by our clients. This fee structure has many advantages. It's simple, transparent, and easy to understand. It also gives your advisor an incentive to grow your assets—when you succeed, your advisor succeeds.Whether you have just started saving or you are preparing for retirement, Phillip James wants to make sure you achieve your financial needs and goals.Website: http://phillipjamesfinancial.comPhone: (763) 432-0852Fax: (763) 390-0023

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Employees: 5 - 9
HQ: 763-432-0852
Location: Plymouth, MN, US
Revenue: 2.5 - 5 Million
Fee-Only Financial Planning Investment Management Retirement Financial Advisors Tax Preparation Comprehensive Financial Advice Financial Services Financial Advisory Services
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