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Background Image Alternative Text: The team around the conference table

A team that matches skill with loyalty.

Our true speciality is comprehensive financial planning and wealth management.
Background Image Alternative Text: Phillips Financial conference room

National Recognition

Recognition in The Wall Street Journal – Barron’s Top 1200 Advisors

Lynn Phillips-Gaines Ranked Among Forbes Best-In-State Wealth Advisors

Lynn Phillips-Gaines Named One of InvestmentNews’ Women to Watch

Lynn Phillips-Gaines Ranked Among Forbes Top 200 Women Wealth Advisors

Lauren Black, MBA, CFP® Ranked Among Mississippi Business Journal’s 2018 Top 50 Under 40 Business Leaders

Lauren Black Named to Inaugural Forbes List of America’s Top Next-Generation Wealth Advisors