THE FINANCIAL INDUSTRY HAS A SECRET

THEY DON’T WANT YOU TO SPEND YOUR MONEY

WE’RE HERE TO RIGHT THAT WRONG

We started Phibbs Financial because we recognized a desperate need for a financial company that encouraged people to spend and enjoy their money. We’d want that if someone was helping us with our own retirement.  That means we don’t engage in scare tactics, absolutes, or any of the other rubbish.

I’ve had the opportunity to receive training from some of the largest financial institutions in the country during my career. I learned quickly these companies only care about themselves. We’re in an industry where we can truly make a difference in people’s lives, but instead big finance is more concerned with profit, fear mongering, and greed. 

That sad part is they are missing out. The greatest joy I have in my career is witnessing our clients maximize the return of their money in addition to the return on their money. It doesn’t get better than that.

-Trevor Phibbs

Founder & CEO

035-89695920
035-89695920

I’ve had the opportunity to receive training from some of the largest financial institutions in the country during my career. I learned quickly these companies only care about themselves. We’re in an industry where we can truly make a difference in people’s lives, but instead big finance is more concerned with profit, fear mongering, and greed. 

That sad part is they are missing out. The greatest joy I have in my career is witnessing our clients maximize the return of their money. It doesn’t get better than that.

-Trevor Phibbs

Founder & CEO

PROUDLY FAMILY OWNED

We believe this is our super power. We prefer to be small and mighty. This allows us to provide the personalized attention our clients deserve while running an organization that adheres to our values of treating people with kindness and respect.

Ted Lasso was correct…

DOIN’ THE RIGHT THING IS NEVER THE WRONG THING

TRANSPARENCY

Any successful relationship is built on the foundation of trust. We don’t hide information or attempt to confuse you with industry mumbo jumbo. We disclose all conflicts of interest, and we’ll even recommend strategies that pay us less if that’s what you need.

AUTHENTIC

We are comfortable in our own skin. What you see is what you get. This allows us to be openly honest about our vision for the company. We aren’t motivated by industry awards or status. Our passion is striving to be the very best version of ourselves.

CARE

Our clients entrusted us with their retirement. That is a huge responsibility. They deserve to know we truly care. That means monitoring their plan and progress behind the scenes and staying informed with financial strategies and laws. Complacency is not in our vocabulary. 

DEPENDABLE

Big finance makes you feel like you need an act of congress to get anything done. You’ll request help and it either is ignored, forgotten, or mishandled. It’s frustrating. Our job is to help our clients worry less, spend more, and pay fewer taxes. That starts with being reliable.

MONEY IS MEANT TO BE ENJOYED

Ask us how we can help you worry less, spend more, and pay fewer taxes in retirement.