top of page
Asset One Logo 2c Large.png

Learn m

Tom Phillips, CFP®

Managing Partner

Tom.jpg

Tom Phillips, CFP®

Managing Partner

Philosophy

Exceptional financial guidance begins with listening. I focus on understanding what truly matters to each client, then crafting strategies that connect the dots between today’s decisions and tomorrow’s outcomes. My goal is to help families and business owners navigate each stage of life with clarity and confidence.

Why I Do This Work

Over the past 15 years, I’ve been honored to help clients turn aspirations into reality. It’s a privilege to guide people not just toward financial success, but toward meaningful progress in every aspect of their lives.

Certifications & Background

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • 15+ years of experience in financial planning and integrated wealth management

  • B.A. in Business Administration, Washington State University

bottom of page