Phillip Hanks, CFP®

Phillip Hanks, CFP®

Fiduciary Investment Management & Financial Planning

In a world where seemingly everything is commoditized, we believe there’s an ART to everything, including Investment Management & Financial Planning.

Best Interests

Independent. Fee-Only. Financial Advisor. This means that we make decisions that we believe to be best for you. At the end of the day, much of that comes down to our business model and the planning process.

Risk/Return Optimization

We optimize clients portfolios based on their risk tolerance, needs analysis, projected returns, and monitoring for portfolio allocation drifts from tactical weighting targets.

Nothing Hidden

There’s no hidden agenda. We're not commission based. We function in a high transparency environment. We target very low expense ratios for our client's accounts.

Work with an Independent & Fiduciary Financial Advisor

 

Meet Virtually or In Person

We use Zoom video conferencing to do web-meetings, screen shares, statement reviews, etc. For people that prefer to physically go to meetings, you can come to our Oak Ridge, NC office.

To set-up an appointment after 5pm EST, call 336-803-2825