About Us
Where clarity counts. Phillips Financial believes financial clarity drives bold action. Since 1949, we’ve built our reputation on transparency, relational insight and strategic rigor. Our mission is simple: listen first, simplify complexity and create strategies that help you move confidently into the future.
Community Involvement
Rooted in Northeast Indiana for more than half a century, Phillips Financial believes service is a core part of stewardship and who we are. We are committed to strengthening the communities where we live and work. Our team regularly volunteers together, often with Habitat for Humanity of Greater Fort Wayne—building homes and supporting local families. Our leadership also serves on nonprofit boards across the arts, youth programs, civic foundations, health initiatives and conservation.
Our People
Our culture is equal parts teamwork, good energy, and the kind of camaraderie that makes Monday feel a little less… Monday. We swap ideas, cheer each other on, and aren’t afraid to laugh (a lot) along the way. Around here, collaboration comes naturally, curiosity is encouraged, and everyone brings something uniquely awesome to the table. It’s a place where you can grow, have fun, and feel genuinely connected to the people you work with—because we believe great work happens when you love the team you’re doing it with.