Our Firm

Philipson Financial Services provides full-service financial consulting dedicated to helping clients build wealth and preserve their hard-earned assets. As an Independent Advisor, loyalty belongs exclusively to our clients -- not to a parent company.

Independence enables the establishment of working relationships with a number of industry-leading brokerage firms and insurance providers whose products are leverage to create customized client portfolios. Only recommending those products and services that can be tailored to suit our clients' unique needs.

Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

Provinding Divorce Financial Solutions is based on the client's immediate and long-term financial needs. Many settlement proposals are short-sighted, highly tax-inefficient, and driven by emotional factors not directly associated with the couple’s real financial needs. Our 13+ years of experience in the investment and financial planning field, along with specialized training in matters of divorce, provide the knowledge, flexibility, and insight to avoid common pitfalls and create solutions that work.