Expert Financial Advisory Services
Serving Anaheim and Southern California with comprehensive financial solutions
Explore Our ServicesAbout The Phillips Group
Professional financial advisory firm committed to client success and financial excellence
Southern California's Trusted Financial Advisors
The Phillips Group provides comprehensive financial advisory services to individuals and businesses throughout Anaheim and Southern California. Our commitment to personalized strategies and financial excellence ensures our clients achieve their long-term financial goals.
Contact UsInvestment Planning
Strategic investment solutions tailored to your financial objectives and risk tolerance
Wealth Management
Comprehensive wealth preservation and growth strategies for long-term success
Business Advisory
Financial guidance for businesses including planning, analysis, and growth strategies
Risk Management
Professional assessment and mitigation of financial risks for optimal protection
Satisfied Clients
Years of Experience
Million Assets Managed
Financial Experts
Our Services
Comprehensive financial solutions for individuals, families, and businesses
Investment Management
Personalized investment portfolios and strategic asset allocation for optimal returns
Retirement Planning
Comprehensive retirement strategies including 401(k), IRA, and pension planning
Business Financial Services
Financial planning, cash flow management, and growth strategies for businesses
Tax Planning
Strategic tax minimization and compliance services for individuals and businesses
Estate Planning
Wealth transfer strategies, trust administration, and legacy planning services
Financial Analysis
In-depth financial assessment and personalized roadmap for financial success
Michael Johnson
Business Owner
The Phillips Group has been managing our business finances for over 5 years. Their strategic advice has helped us grow revenue by 40% while optimizing our tax situation. They truly understand our industry.
Sarah Williams
Retirement Client
Their retirement planning expertise gave us the confidence to retire early. The Phillips Group created a comprehensive plan that ensures our financial security while allowing us to enjoy our retirement dreams.
Olivia Peterson
Investment Client
The investment portfolio The Phillips Group built for me has consistently outperformed market benchmarks. Their personalized approach and regular communication give me complete peace of mind about my financial future.
Our Team
Experienced financial professionals dedicated to your financial success
Robert Phillips
Managing Partner
Christine Martinez
Senior Financial Advisor
William Chen
Investment Strategist
Amanda Rodriguez
Wealth Management SpecialistFrequently Asked Questions
Common questions about our financial services and advisory approach
What types of financial services do you offer?
We provide comprehensive financial services including investment management, retirement planning, tax strategy, estate planning, business financial advisory, and wealth management for individuals and businesses.
How do you charge for your services?
Our fee structure varies based on services required. We offer both fee-based advisory services and commission-based options. We provide transparent pricing during our initial consultation with no obligation.
Do you work with small businesses?
Yes, we specialize in providing financial advisory services to small and medium-sized businesses, including financial planning, cash flow management, growth strategies, and retirement plans for business owners and employees.
What are your office hours?
We're available Monday-Friday 8:30am-5:30pm, with extended hours by appointment. We also offer virtual consultations for client convenience. Contact us to schedule a meeting at your convenience.
Do you provide ongoing portfolio management?
Yes, we offer continuous portfolio monitoring and management with regular performance reviews and strategy adjustments. We provide quarterly reports and annual comprehensive reviews to ensure your investments align with your goals.