william-a-phillips-financial-strategies-capitol-hill-washington-dcWelcome to my website! You'll find loads of information in the form of newsletters, articles, calculators, videos, and research reports. Take a look around, give me a call, and let others know too, if you like what you see.

For a COMPLIMENTARY Financial Review contact William Phillips and he will be in touch.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal or business financial situation.

Meet William, Your Neighbor and Financial Services Professional...

William A. Phillips has been providing custom financial strategies to individuals, couples, and businesses across the Washington, DC region since 2008.  A resident of Capitol Hill,  William is proud to serve that community as well as neighbors in the greater northern Virginia, Maryland,  metro DC area, offering business succession planning and wealth management strategies.

William Phillips is dedicated to providing each and every client with sound financial education and services to strategically  meet unique needs and special goals--whatever the challenges may be. 

William is committed to leadership and excellence in business. An alumnus of The George Washington University, he remains active in the Luther Rice Society and as Alumni President Emeritus of the Young Alumni Network. William also serves on the board of the Capitol Hill Chamber of Commerce (CHAMPS), and is a member of the Real Estate Investor Society of Washington, DC. He and his wife, Emily, are frequently found giving generously of their time and efforts at a variety of community events.

Learn more about William's areas of business and retirement planning expertise, including specialized planning for and with members of the LGBT business community. William also works closely with non-profit institutions, and is available for consultation on best practices and strategies to meet both institutional and employee needs. Learn more today.


Verify William’s Credentials at http://www.finra.org/brokercheck