Phillips Financial Owners Left to Right: Jeanine Herold, Shannon Hardiek, Richard L. Phillips, Jr., Ben Langel, Chad Burch, Erin Martin, BJ Batt (Not Pictured)
With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to a multi-disciplinary planning organization with more than 20 associates.
It began with our late founder, Richard Phillips, Sr., who attributed his success to hard work, a steady focus on his clients’ needs, and providing exceptional service to every customer every day. He instilled this work ethic in his son, Richard Phillips, Jr., who worked by his side for many years. Rick now leads the organization. While many father-son ventures fizzle with the next generation, Rick has led the organization through decades of careful and intentional growth.
Through a diligent team-driven approach, we provide leading-edge strategies for comprehensive financial planning, asset management and employee benefits planning.
We are proud to serve 635 individual, family, and foundation relationships and 61 employer-sponsored retirement plans (as of December 31, 2020). We also provide employee benefit insurance plans to 115 employers.
We are grateful for the trust and support of our clients over many decades, and as such, establishing a foundation for the continuity of the firm into the future is a major focus. This is being accomplished through the careful selection and development of associates, as well as through the establishment of sound business processes and technological enhancements.