Plymouth, MN Financial Advisors
Your Trusted Fee-Only Advisor
Located in beautiful Plymouth, Minnesota Phillip James Financial (PJF) is an Independent, Fee-Only Financial Advisory practice, founded by a CPA and CFA. Because of their multi-discipline in financial planning, investments, accounting and taxes, PJF provides a full service wealth management experience free from conflicts-of-interest. No client is sold financial products such as Life Insurance, Annuities, Loaded Mutual funds, or Non-Traded REITs. Working this way puts clients on the same side of the table, always focusing on their needs, not on what products to sell.
We believe in building long-term relationships with our clients, getting to know their reason for investing and planning. We call this Investing with Purpose. Everyone has a purpose, we want to understand yours and build your plan and investments around this. We care as much about why you are investing as what you invest in.
Gone are the days of pushing hard-to-understand life insurance policies, annuities, and other financial products. Get ready for a fresh perspective to financial planning and investments.
Read more about Our Services here.