Phillips Wealth Management, LLC is a financial advisory firm based in Pickerington, Ohio, led by founder Mark Phillips, who brings over three decades of experience in the financial services industry. The firm offers a comprehensive range of services, including investment management, retirement planning, estate planning, insurance, tax strategies, and lifestyle financial planning.

Their approach centers on a client-focused, fiduciary model, utilizing a proprietary Dynamic Asset Allocation process to tailor strategies that align with clients’ long-term goals. With a commitment to excellence and personalized service, Phillips Wealth Management aims to provide clients with a secure financial future and a “worry-free” retirement .