Our Firm

Phoenix Wealth Advisors, LLC is a fee-based Registered Investment Advisory (RIA) firm.  Our approach to providing advice is defined by these distinguishing beliefs:

• Client-Friendly Business Model.

Most large firms base their business on industry "best practices", which are generally what is best or most profitable for the firm. You have to fit into their parameters to become a client and then you get less than customized results. They euphemistically refer to their model as "mass customization".

Because we are intentionally small, we can design our practice around your needs and not the needs of a large corporation.  We have flexible fee models, each client solution is individualized, you can keep control, and we will meet where it is convenient for you.

• Start at a different place.

Most financial advisors are trained to see their value offer as finding the best product.  This tends to have you develop a "junk drawer" approach to your financial future by accumulating a number of products in one-off decisions. 

Effective planning requires that you start at a different place; not with the products and strategies (How) but with the Vision, Goals and Priorities (What and Why) 

• Clarity is the key

Successful planning occurs when a trusted and competent advisor helps you to develop sufficient clarity in your vision, goals and priorities to commit to a desired set of planning outcomes.