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.  

Click Here to learn more about how we can serve you.

 


Who is Phillip James Financial?

Dave Finds a Fee-Only Advisor

Our Investment Philosophy


 

Free Financial Guides & E-Books

Change your Financial Life Today!

Free Resource - Financial Advisor Checklist

Use this checklist to check-up on your current Advisor.

Free Financial Advisor Checklist - Use this to check up on your current advisor. CLICK TO DOWNLOAD

Free Financial Advisor Checklist - Use this to check up on your current advisor. CLICK TO DOWNLOAD

 
 
 
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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

 
 
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