Phillips and Company

Phillips and Company is a financial planner in Portland, Oregon, serving individuals, business owners, CEOs, foundations, and endowments with personalized wealth management strategies. The firm specializes in long-term financial planning, investment management, and retirement guidance, emphasizing collaboration, trust, and client-first service. With a history spanning over three decades since 1994, the firm maintains a strong reputation, including a 5.00 rating based on client feedback. Their service area includes Portland and surrounding regions, where they have built enduring client relationships, including a founding client still actively engaged.

The firm’s approach centers on open, honest conversations that prioritize understanding each client’s unique goals and values. Clients work directly with a team of experienced advisors, including senior investment advisors, a director of operations, and a legal and financial planning specialist, all committed to mission-driven service. The team emphasizes integrity, stewardship, and education, fostering a culture where clients become better investors through transparent dialogue and shared responsibility. Phillips and Company operates independently, maintaining full control over client strategies while leveraging third-party services for account execution.

Located at 521 SW 11th Ave #200 in Portland, the firm sits on a central downtown corridor, just a short walk from key city thoroughfares. It is approximately a tenth of a mile from Southwest Alder Street, Southwest Washington Street, and West Burnside Street, with nearby landmarks including the community center known as The Cleaners, the Al's Den theater, and the public artwork Pod. These features sit within a tight urban radius, placing the firm in a vibrant, accessible part of downtown.

Phillips and Company stands out for its well-optimized website, which search engines interpret clearly, and for the extensive, accurate documentation of its business presence across digital platforms. This consistency enhances visibility and trust, making it easier for clients to find and verify the firm’s credentials. The firm’s strong digital footprint reflects a commitment to transparency and reliability.

In Portland, Phillips and Company exemplifies how deep expertise, enduring relationships, and a client-centered philosophy can shape meaningful financial outcomes in a dynamic urban environment.

Services:

• 401(k) Investing
• Family Office & Philanthropy
• Wealth Management