Holy City Prosperity | Fayetteville Financial Advisor

Holy City Prosperity | Fayetteville Financial Advisor is a financial planner in Fayetteville, AR. Phillip serves individuals, families, and business owners in Northwest Arkansas, helping them grow wealth and manage finances. He has over 20 years of experience and limits his practice to 50 households, currently working with 33. The business holds a rating of 5.00 based on 12 reviews. Phillip provides financial advice in a direct manner, aiming to bring clarity to clients’ financial concerns so they can spend more time on personal interests. As a fiduciary, he takes a comprehensive look at each client’s financial picture, reviewing current assets and identifying areas for improvement. He designs financial plans that align with the client’s desired direction, allocating income sources to ensure dollars are applied effectively. His services include investment management using a multi-layered screening process that analyzes intrinsic value, economic trends, and company financial statements. He also offers guidance on retirement planning, tax-efficient design, and estate planning, working alongside trusted attorneys to ensure a smooth transition of assets. Phillip’s approach balances financial resources with living a fulfilling life, recognizing that emotions can impact investment decisions. He acts as a buffer to help clients maintain sound judgment during market fluctuations. His background includes growing up in a small farming community, where he learned the value of wholesome service and family. He studied mathematics at Southern Arkansas University and was accepted into a program to become a nuclear-trained officer in the Navy. He resides in Fayetteville with his wife, Rebecca, their daughter, Perrin, and their cats. Holy City Prosperity is a Registered Investment Advisor required to act in the best interests of clients. Fees are charged as a percentage of assets under management, ranging from 0.50 to 1.50 percent annually, which includes both financial planning and investment management. The firm’s solid reputation among the customers it has served reflects its commitment to quality over quantity, providing adequate attention to each client’s unique situation. Holy City Prosperity | Fayetteville Financial Advisor combines over two decades of experience with a fiduciary commitment to serve Fayetteville residents with personalized, clear financial guidance.

BizScoreAI awards the business a Performance score of 90 out of 100, which measures website loading speed to keep visitors on the page and influence search engine rankings. The business receives a Discoverability score of 75 out of 100.

Services:

• Comprehensive Investment Management
• Financial Planning