By combining Financial Planning and the right Investments we grow your Wealth.
Understanding your goals in life guides how we invest your portfolio. This is what we call Investing with Purpose.
We create a globally diversified, low cost, and tax efficient portfolio designed just for you.
We handle everything; creating your plan, investing your portfolio, and monitoring your investments.
Have confidence knowing your money is managed by professionals who know and understand you.
As a fiduciary we work for you, not an investment company. You will never be sold a financial product. Our fees are as low as 0.25%. There are no long term commitments.
Learn a little more about us by watching our videos.
Who is Phillip James Financial?
Dave Finds a Fee-Only Advisor
Our Investment Philosophy
Skip the call or email - for your convenience we offer online meeting scheduling. Just choose the date and time that works best for you.
Plymouth Minnesota Fee-Only Financial Planning & Investment Management
Not from Minnesota - We offer Online Portfolio Management