Broker Check

Our Mission

At Phipps Wealth Management, our mission is to guide successful families to financial confidence using comprehensive wealth strategies.  We wake up every morning with the goal of helping our families succeed in every aspect of their financial lives.

Core Values

  • Integrity: As passionate advocates for our clients, providing independent, objective guidance is an appropriate way to serve their best interests.
  • Trust: We build meaningful relationships based on trust to better support the needs, goals and ideal futures of the families we serve.
  • Clarity: We strive to bring confidence and understanding to our clients’ financial lives through our straightforward approach and clear guidance.
  • Independence: As independent advisors, we have the freedom to choose the solutions and strategies that can help our clients pursue financial independence.