Minnesota Fee-Only Financial Planning And Investment Management

 

Welcome

We are a locally owned, independent, fee-only financial planning and investment management company located in Plymouth Minnesota.

We believe in Investing with Purpose


Start with your Free Portfolio Risk Analysis. Does your portfolio fit you?


Who is Phillip James Financial?

Dave Finds a Fee-Only Advisor

Our Investment Philosophy


 
Mentions.png
 

 

Phillip James Serves the Following Areas:

Plymouth    Maple Grove    Minnetonka    Minneapolis    St. Louis Park    Eden Prairie    Osseo    Orono    Golden Valley    Anoka    Edina    Hamel    Medina    Brooklyn Park    Blommington  Hopkins    Corcoran    Chanhassen    Crystal    Wayzata    Robbinsdale    St. Paul    Coon Rapids    Champlin    Elk River    Rogers    Not from Minnesota - We offer Online Portfolio Management

 
 
CFA Logo Registered.jpg
CPA.jpg
P-4611335.png
FeeOnlylogo.gif