Description
Phillip James Financial is a premier independent financial planning and investment management firm located in Plymouth, Minnesota. Our mission is to provide accessible, fee-only financial planning and investment advisory services to individuals and families, breaking the barriers that have historically limited these services to the affluent due to high minimum fees. We firmly believe that the fee-only model presents a superior alternative to the traditional broker/dealer approach, as it eliminates the potential conflicts of interest associated with commission-based products. At Phillip James Financial, we are committed to ensuring that everyone receives trustworthy and personalized investment advice that aligns with their financial goals
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