Michael W. Phillips

Background

About Michael W. Phillips

As a personal financial advisor at Valeo Financial Advisors, I help individuals make informed financial decisions. This includes objective strategy within their cash flow, tax, investments, risk management, and estate planning. In aligning the client's interests with our comprehensive and fee-only approach, clients come away satisfied that they make the best decisions when evaluating all possible alternatives. With the firm's mandate on a limited number of clients, I feel confident that I can always proactively stay ahead of the pitfalls that can beset a client who is working with an advisor who is overextended or unreachable. To that, my professional goals center around being truly immersed in a client's situation to help assist as life dictates they make complicated decisions.