Phillips & Associates Financial Group

voted best financial planner in morgantown in 2022

Asked what financial planning is, Chris Phillips likes to compare one’s working and saving years to climbing Mt. Everest. Going up isn’t necessarily that hard, he says. If you stumble a bit—if your savings take a hit—you just keep climbing, keep working and saving. Where most problems on Everest happen is on the way down—if you trip after retirement when there’s no more income to make it back, it may be a faster-than-intended descent.

Everyone can benefit from financial planning, Phillips says. He and his father, Brad Phillips, second- and third-generation agents with New York Life, have a wealth of experience and the resources of the company to back them up. They can help with the climb up Everest, and they can even meet you at the top or on your way down to guide the financial aspects of the adventure.

This is why Phillips & Associates Financial Group was voted best financial planner in Morgantown in 2022. 2900 University Avenue, 304.599.8980, phillipsandassociates.net

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Morgantown magazine started Best of Morgantown in 2011 to let our readers recognize and celebrate the excellent dining, shopping, and services that make Morgantown a great place to live. We awarded the winners for the first time in 2012, and the competition has since grown to 101 categories. Click here to learn more about BOM.