Phil Eubank is dedicated to providing outstanding wealth management and advisory services, investment services, practical solutions, sound tax and financial planning and unwavering attention to our clients’ important goals and dreams. The company’s tagline, “building the bridge to financial empowerment” signifies our principal mission of sharing beneficial knowledge with our clients and giving them a valuable roadmap to financial success.
Phil and his team of associates treat clients with the personal attention they deserve and adhere to a "fiduciary standard of care" with clients’ best interests always in mind.
Phil believes that clients are best served in a relationship that fosters mutual trust and respect, open honest communications, transparency and lifelong learning.
Our company is built on a solid foundation of excellent client service and in-depth knowledge.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.