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What Should (and will be) Required from a Financial Advisor

Moving forward, advisors will need to prove to compliance the four major areas in which they effectively manage qualified assets.

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Raymond James 2015 Woman of Distinction

Lynn Phillips-Gaines accepts award from Scott Curtis, RJFS President, at the 2015 Women's Symposium.

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Can You Tell the Difference?

Not all financial planners are what they appear. If they're not a CFP® pro, you just don't know. The CERTIFIED FINANCIAL PLANNER™ mark means they are properly vetted. Work with the highest standard.

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Todd Gartrell, RJFS, Inc. Assistant Regional Director, presenting the CFP® Board of Standards, Inc. certificate to Lauren Black, MBA, CFP®

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As seen in Forbes: America's Financial Leaders

Philips Financial selected as the only firm in Mississippi and as 1 of 6 firms featured from the Southeast.

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A team that matches skill with loyalty.

Led by Lynn Phillips-Gaines, our talented team matches financial proficiency with dedication to offer our clients a combination of skill and service.

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Financial guidance
that is a breed apart

The success you’ve achieved sets you apart – and that kind of dedication and discipline deserves more of the same. Our team of professionals is committed to providing intelligent, thoughtful wealth management in pursuit of your full financial potential. Together, we’ll consider every asset, every goal and every contribution in order to identify the future you want and then help you reach it.