Phillip Friedman enjoys helping his clients solve complicated dilemmas. He says there’s often no right or wrong answer when making financial decisions. Rather, it requires understanding personal goals, family history, and interests. He combines those inputs with extensive thought and data-backed analysis to make strong decisions. 

Phillip’s fact-based approach to financial planning makes complicated situations manageable and less emotional. 

He specializes in Wealth Management, Financial Planning, and Retirement Planning and has his Series 7 & 66.

He holds a B.A. in General Studies, History from the University of Kansas with a Minor in Business and a Certificate of Financial Planning from the University of Akron.