12927 Stonecreek Dr,
Mark Phillips has achieved a rewarding career in financial services by putting his clients' interests first and providing exceptional personal service.
His two decades of experience as a financial advisor - throughout major market cycles - have taught him how to advise his clients to understand the risks and rewards of investing.
When serving clients, Mark draws on the communications and leadership skills he developed at some of the well-known names on Wall Street. He started his financial services career in 1987 as a Financial Consultant with Paine Webber. He moved his financial practice to Smith Barney and advanced during his 10-year tenure to become a First Vice President - Investments. He also spent several years at UBS Financial Services before he helped establish the investment FPL Financial Strategies in 2007. Most recently, he established his own firm, Phillips Wealth Management, LLC.
In addition to applicable securities registrations and insurance licenses, he holds his bachelor's degree in business administration and marketing from Kent State University.
An active member of Sycamore Creek Church, Mark is the director of small group ministry and a teacher on Sunday mornings. He is a member of the Christian Marketing Network. He is the President of the Board of Directors at Our Fathers Project an inner city ministry serving Columbus, OH. He is a past president of the Evangel Christian Academy Athletic Booster Club, a former volunteer Pickerington High School Tigers football coach, and was active with the Pickerington Youth Athletic Association. Mark and his wife Jan have two children: a son, AJ, who works with Mark at Phillips Wealth Management, LLC and a daughter, Jennie, who is a recent graduate of Capital University.
He enjoys playing softball and the occasional round of golf and traveling to Florida theme parks.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.