Phillip James Financial Press

Best of Maple Grove 2016/2017 - Financial Advisors

The Best Businesses - Maple Grove Small Business Excellence Awards recognized Phillip James Financial as the Best in the Financial Advisors Category for 2016.

Five Star Professional - Wealth Manager

James Sexton, CPA has been awarded the Fiver Star Wealth Manager award by Five Star Professionals four years in a row from 2015 to 2018. This award is given to industry leading advisors that meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients.

Five Star Professional - Wealth Manager

Phillip Christenson, CFA has been awarded the Fiver Star Wealth Manager award by Five Star Professionals three years in a row from 2016 to 2018. This award is given to industry leading advisors that meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients.

Wealth & Finance Magazine - Best Independent Fee-Only RIA

Wealth & Finance Magazine in a global financial magazine which annually ranks financial firms for different categories based on a combination of qualitative and quantitative research techniques and in-house and external research. Phillip James won in 2016 and 2017.

Altern. Investment Awards - Best Financial Planning Firm - Minnesota

Acquisition International, a global financial media company, annually ranks financial companies in various categories. Phillip James Financial was rank as the Best Financial Planning Firm on Minnesota in 2016. 

Other Articles that we have either written, contributed to, or been quoted in:

• BankRate.com - Best Cash Back Credit Cards of 2018

• BankRate.com - What is opportunity cost and why should you care?

• Yardley Wealth - Fears that Keep you from Becoming Rich

• Epilawg - 10 Things you must do before you die! (Not another bucket list article)

• GoBankingRates.com - How to Convince Your Family to Stop Gift Giving Without Being a Grinch

• Investopedia - Self-Directed IRA: The Right Move For You?

• BankRate.com - Saving money or investing: Which is more important over time?

• Brass The Money Side of Life - A Taxing Investigation

• GoBankingRates.com - Can a Financial Planner Provide Help Buying a Home?

• BankRate.com - Wall Street's on a wild post-election ride. Here’s how to survive the volatility

• Fazendin Realtors Blog - 7 Rental property deductions you need to take this tax season

• Assisted Living Today - Senior Finance Tips

• Seeking Alpha - The Total Cost Of Investing In Exchange Traded Funds And Mutual Funds

• YFS Magazine - Business Leaders Share 10 Ways to Stay Productive and Organized

• The Wall Street Journal - Charitable-Giving Don'ts To Avoid

• The Motley Fool - Zeroing in on Target-Date Funds

• WealthManagement.com - A Financial Planner's Guide To Working With Estate Attorneys

• The American Debt Project - You just got out of debt. Now what? 6 things to do once your debt is paid off.

• Epilawg - How should my Estate Planning Attorney & Financial Planner work together?

• Chicago Tribune - Set it and forget it: pros and cons of target-date mutual funds

• MoneyTips.com - Are you ready for a Financial Advisor?

• Nasdaq - Zeroing in on Target-Date Funds

• Epilawg - Small Business Succession Planning – Things to Consider

• Nerd Wallet - Are You Prepared for the Next Stock Market Crash?

• Yahoo Finance - Is It Ever Wise To Make Early Withdrawals From Your 401(k)?

• Fearless Dollar - Target Retirement Date Mutual Funds – Is it really that easy?

• Online Trading Academy - Financial Professionals Share their Opinions on Bitcoin

• Nerd Wallet - Extreme Personal Finance Tips: Pass or Fail?

• Fearless Men - Live in your Investment to Eliminate Life's Biggest Expense

• Fox Business - Get More Bang for Your Buck With No-Fee ETFs?

• CFA Magazine - The Inefficient Market

• RetireWire - You Won’t Live Forever: A Quick Guide On How To Leave Wealth To Your Children

• Thinking Beyond the Numbers - Dear Investor….It’s Not the End of the World!

• Landmark Wealth - Let’s Fix your 401(k)