The Phillips Group

Lake Norman Office
Phone: (704) 237-1500
Toll Free: (877) 792-3670
Fax: (877) 792-7862
Email Us
Baird
130 Harbour Place
Suite 350
Davidson, NC 28036
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We believe you deserve a personalized approach because
your goals and dreams represent who you are.

 

In addition to our team’s half-century of combined investment experience, we have up-to-the-minute resources that are deep and wide. We access industry recognized research, economic and market analysts to make recommendations that are tailored to your needs.

 

 

 

  We can’t help you if we don’t know you. That’s why we believe our success depends on the relationship we will have with you over the years. We want to know what you are thinking and how we can help you. We understand this is your money and your future. Preparation, patience, and good choices are critical to success. They are also critical to your satisfaction with our services.

 

We hope to exceed your expectations.

  



We are living through a period of economic uncertainty and market volatility. We’re not magicians. But we believe that certain principles and strategies have been proven over time. And although we cannot promise magic, we can promise that we pay attention. Every morning during our team meeting we keep your interests at the forefront of our efforts.

Our latest insight:

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Our Newsletter
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Our Team Brochure


 

Kevin has been recognized as a Five Star Wealth Manager for the seventh consecutive year!

For more information on our team see:

Our Profile Page

 




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