Phillips and Company

Phillips and Company is a financial planner in Portland, OR. The firm provides independent, client-first wealth management and investment guidance to individuals, business owners, CEOs, foundations, and endowments. Services include retirement planning for individuals and businesses, 401(k) and IRA administration, estate and tax planning, college tuition funding through 529 plans, and equity compensation management. They also offer fiduciary support for business owners navigating company transitions or 401(k) plan reviews. The practice has served clients since 1994 and holds a 5.00 rating based on customer reviews.

The firm operates with a team approach, led by CEO Tim Phillips and Vice Presidents Scott Edwards and James Smith, J.D. The investment team includes Senior Investment Advisors Scott Hardy, Mark Loewen, George Myers, CFA®, Michael Goodrich, AIF®, Kristen Hughes, CPFA®, George MacDonald, Stacy Noll, Chad Parlow, and Matt Schmidt. Client service and operations are supported by Senior Client Service Advisor Cat Gill, Director of Operations Mari O’Neil, Operations Manager Kristin Anderson, Accounting and Financial Analyst Connor Kim, and 401(k) Participant Engagement Associate George MacDonald. The firm emphasizes stewardship over salesmanship and maintains a culture of integrity and long-term relationship building.

The engagement process focuses on continuous monitoring and adjustment of asset allocation across market cycles. Advisors create unique teams of managers for each client, specializing in specific market areas to align with individual goals. Services include risk tolerance profiling, investor education on mutual funds and stocks, and direct reporting on account performance. The firm provides tools for liquidity, including loans and lines of credit, and assists with complex strategies such as exercising stock options and managing concentrated holdings. Philanthropic planning is offered through donor-advised funds and foundation consulting to preserve family values and legacy.

The business is known for its independent investment philosophy and long-term focus, prioritizing sustained performance over short-term gains. Clients benefit from a fiduciary commitment that places their interests first, with transparent communication and clear reporting. The firm’s dedication to education and collaboration helps clients navigate life’s changes with confidence.

Phillips and Company combines decades of independent financial planning expertise with a personalized team approach to help Portland residents and local businesses secure their financial futures and legacy goals.

The firm is located on Southwest Washington Street, just a tenth of a mile from West Burnside Street and Southwest Alder Street.

BizScoreAI gives Phillips and Company a Technical score of 91 out of 100, ensuring the website is secure and easy for search engines to read. The business also holds a Discoverability score of 75 out of 100, which means AI crawlers can find every page to help recommend the firm.

Services:

• 401(k) Investing
• Family Office & Philanthropy
• Wealth Management