Phillip James Financial

Investing with Purpose Fee-Only Financial Planning and Wealth Management

Headquarters Financial Advisers in Plymouth, MN

About

About Us: Phillip James is a local, independent wealth 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.

Headquarters
3675 Plymouth Boulevard Suite 110 Plymouth, MN 55446

Answers

Q&A
Asked by Lynn
Answered by Steve Stanganelli , CFP®, CRPC® in Amesbury, MA
Mutual funds are a tool for investing. And like all tools they're not good or bad but you'll be better served if you use them correctly. First, the basics: A mutual...
Q&A
Asked by John
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
I like rolling old 401(k)'s into one IRA, because it's easier to manage and keep track of. There are other reasons you may, may not want to do this, and it's best to b...
Q&A
Asked by Lynn
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Your risk should be reflective of your age, your investment horizon and your risk tolerance. There is not one easy formula to determine what your risk should be. Cer...
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Articles

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Registered Investment Advisor (RIA)

Other locations