About Us
Your team
Built Upon A Foundation Of Experience & Client Care
Phillips Wealth Management stands on a foundation of experience, dedication, and a client-centered approach. Our journey began with our founder, Dexter Phillips CFS™, CES™, who entered the financial advisory industry in 1996. By 1998, Dexter had established his practice with Ameriprise, laying the groundwork for what would become a legacy of client-focused financial guidance.
In 2005, he transitioned to Financial Dimensions Group, where he continued to hone his expertise and serve his clients with unwavering commitment. After 15 successful years of running his own practice, Dexter rebranded in 2025, giving birth to Phillips Wealth Management.
Our Mission
Prioritizing Your Financial Well-Being
Our mission is straightforward yet profound: to help clients pursue their financial goals by crafting strategies that align with their risk tolerance and objectives. We approach this mission with a personal touch, taking our fiduciary responsibility seriously. Understanding what our clients want and need is at the heart of our practice. We strive to offer solutions and insights in a manner that resonates with each individual, making complex financial concepts accessible and relatable.
Our core values – honesty, integrity, and care – guide every interaction and decision we make. By prioritizing the well-being of our clients, we build relationships founded on trust. This trust is a testament to our commitment to handling one of life's most sacred responsibilities: your finances.
Our Financial Planning Process
Our approach is designed to be as nurturing and empowering as possible. By following the CFP® seven-step process, we are committed to walking this journey with you, every step of the way, helping you create the life you are meant to lead.
Step 1: Understanding Your Personal & Financial Circumstances
We start by getting to know you – your values, your dreams, and your current financial situation. This foundational step allows us to see the full picture and understand what truly matters to you.
Step 2: Identifying & Selecting Goals
Next, we help you identify and prioritize your financial goals. Whether it's saving for retirement, buying a home, or funding your children's education, we work with you to select goals that align with your values and aspirations.
Step 3: Analyzing Your Current Course Of Action
We then analyze your current financial strategies to determine if they are aligned with your goals. This step helps us identify any gaps or areas that need adjustment.
Step 4: Developing The Plan
Based on our analysis, we develop a comprehensive financial plan tailored to your unique circumstances and goals. This plan serves as a roadmap to guide you towards your desired future.
Step 5: Presenting The Plan
We present the plan to you in a clear and understandable manner, ensuring that you are comfortable and confident with the proposed strategies. We take the time to address any questions or concerns you may have.
Step 6: Implementing The Plan
With your approval, we move forward with implementing the plan. This involves putting the recommended strategies into action and making any necessary adjustments to your financial portfolio.
Step 7: Monitor & Review
Our relationship doesn’t end once the plan is implemented. We continuously monitor your progress and review your plan to make sure it remains aligned with your goals. Life is dynamic, and we are here to make adjustments as needed, providing ongoing support and encouragement.
Our Standard Process
Even if you aren’t interested in developing a full financial plan, our standard process is designed to foster clarity and confidence in your financial journey.
Step 1: Determine Goals & Objectives
We begin by understanding what you aim to achieve, setting a clear direction for your financial strategy.
Step 2: Review Current Assets
We assess your existing assets to evaluate their appropriateness in meeting your objectives.
Step 3: Discuss Asset Purpose & Strategies
We engage in meaningful discussions about the purpose of your holdings, the strategies behind them, and their effectiveness in reaching your goals.
Step 4: Assess Risk Tolerance
We help identify your current risk tolerance and explore adjustments needed to align with your aspirations.
At Phillips Wealth Management, we are dedicated to being more than just financial advisors; we are partners in your financial journey, committed to helping you navigate the path to a secure and prosperous future.
Our Resources
Resources
for Success
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.