Michael McPhillips

My Background

Mike leads the McPhillips & Associates Wealth Management Team which takes on the role of personal CFO to its clients. The team reports to them in assisting with the attainment of their long-term vision, incorporating family, business, and financial elements. A key part of their role is taking on the minutia of day to day personal financial management, allowing their clients to focus on their priorities. They provide investment management on both a discretionary basis or advisory, as required.