Mission: We are dedicated to helping you reach your financial goals with a thorough understanding of your personal situation, smart technologies and without pushy product sales.

About Us: Phillip James is a local, independent financial planning and investment management company. Our focus is always on you, the client, and our relationship starts with a face-to-face meeting with our financial advisors. We are a part of the community, located in the beautiful suburb of Plymouth, and are here to help you, our neighbor, not Wall Street.

We believe in building long-term relationships with our clients, getting to know their reason for investing and planning. We call this Investing with Purpose. Everyone has a purpose, we want to understand yours and build your plan and investments around this. We care as much about why you are investing as what you invest in.

We use the “Fee-Only” financial planning model because it allows us to give you the best possible advice. We are a Fiduciary which means by law we have to act in your best interest, not our own. Because of this we do not sell financial products and instead offer objective advice on investments and financial planning. Gone are the days of pushing hard-to-understand life insurance policies, annuities, and other financial products. Get ready for a fresh perspective to financial planning and investments.