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.

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Grow Wealth

We create a globally diversified, low cost, and tax efficient portfolio designed just for you.

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Save Time

We handle everything; creating your plan, investing your portfolio, and monitoring your investments.

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Feel Better

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.

As seen in Wall Street Journal Star Tribune

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.

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