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Focused Excellence In

Financial Advisory Services

Phillips Equity Advisors

Who We Are

Private Independent Investment Firm

Independent Investment Firm

Phillips Equity Advisors is an independent investment firm providing capital funding solutions and principal investment opportunities. We are prominently experienced in the application of capital instruments and corporate structures to optimize the value of property and infrastructure assets. Our issuing partners and investor relationships allow Phillips Equity Advisors to source capital and facilitating transactions for the fiduciary benefit of our clients.

Private Placements Advisors

Exclusive opportunities for our clients

Private Placements Advisors

Our private placement strategies are a means by which Phillips Equity Advisors access the private capital markets through the arrangement of funds in the form of senior debt, subordinated/mezzanine debt, or equity capital. Over the decades, our principals have developed an extensive network of institutional and individual investors that provide all levels of capital for companies at various stages of development.

What We Offer

Hands on approach to financial guidance

What We Offer

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Our corporate family consists of experienced professionals with a “hands on” approach to financial guidance. You will find our corporate family knowledgeable, committed, and dedicated to your wealth management and financial growth. Our corporate values actively foster long-term relationships founded on transparency, integrity, and trust.

Lets Get Started On The Path To Personal And Financial Independence.

I have been a client for more than 12 years and have been perfectly delighted with the service they have provided. I have no hesitation in recommending them to anyone with a company and financial planning needs. Our use of their services has grown each year and they now provide both our company and myself personally with a range of professional accounting and financial advisory services. They have contributed to the growth of my company and my financial health.
Jamie Archer, PLC, Inc

Our Services

We offer advisory services to transact on our clients behalf in emerging and established finacial markets including such financial instruments as: stocks, bonds, funds, trusts, and commodities.