Phillip James Financial - Minnesota, Independent, Fee-Only, Financial Advisors

 
 
Phillip Christenson, CFA

Phillip Christenson, CFA

James Sexton, CPA

James Sexton, CPA

 

Looking for help with your financial planning and Investing?


 

My Name is Phillip Christenson and I’m an Independent, Chartered Financial Analyst and investment advisor located in Plymouth, Minnesota. I am the CEO and co-founder of Phillip James Financial, and specialize in comprehensive fee-based financial planning. You can read more about me on my about page or contact me here

 

My partner's Name is James Sexton hence the name Phillip James Financial.  Jim is a CPA and in addition to helping me with cash flow analysis and financial planning he manages our tax practice.  We can do amazing things with your financial plan when both of these practices are under one roof. You can read more about Jim on his about page

For more information about us and our practice, keep reading.

 

About Phillip James Financial

 

We are a Plymouth-based, Minnesota Registered Investment Advisory financial planning firm, that was founded May of 2010. Phillip James Financial was formed to offer a comprehensive range of tailored investment and financial planning strategies while maintaining local decision-making control and providing exceptional customer service.

Learn more about our company here.


Serving the Twin Cities and Surrounding Suburbs

 

We are located at:

3131 Fernbrook Lane North, Suite 224

Plymouth, MN 55447