# Phelps Financial Advisors

Phelps Financial Advisors is a RIA based in Columbus.

## Overview

- **Organization type:** RIA
- **Headquarters:** Columbus
- **Assets under management:** Undisclosed
- **Website:** https://phelpsfinancial.com

## Regulatory record

- **CRD number:** 158682
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158682

## About

Phelps Financial Services, Inc. assists ministries to develop, restore, and preserve trust with excellence. Its specialty is non-profits, while it also assists individuals within them and small to medium businesses. Services include risk management, disaster recovery plans, church and ministry insurance, employee benefits, and personal and business financial planning.

## People

- Dorr R. Phelps — CPIA, CSA, LUTCF, RHU, CFP

## Questions

### Who runs investment decisions at Phelps Financial Advisors?

No named investment professionals or principals have been identified in any public source for Phelps Financial Advisors. The firm does not disclose its leadership or management structure, making the decision-makers unverifiable from external records.

### How does Phelps Financial Advisors source deal flow?

There is no public information on how Phelps Financial Advisors sources investment opportunities. The firm has not described a sourcing model, relationship network, or partnership strategy in any accessible channel.

### Does Phelps Financial Advisors participate in fund commitments or only direct deals?

The investment vehicle type used by Phelps Financial Advisors is unknown. No fund commitment or direct investment has been reported in any verifiable source.

### What investment stages does Phelps Financial Advisors typically target?

The firm's target investment stages are not disclosed. No information exists in public records about whether they focus on venture, growth, buyout, or other stages.

### Which sectors does Phelps Financial Advisors explicitly avoid?

No sector exclusions have been disclosed by Phelps Financial Advisors. Without any stated strategy, it is impossible to determine which areas the firm avoids.

## Related profiles

- [WEST COAST FINANCIAL WEALTH MANAGEMENT, INC](https://altss.com/profile/west-coast-financial-wealth-management-inc)
- [Semper Financial](https://altss.com/profile/semper-financial)

---

Last updated: 2026-08-11T15:07:49.000Z

Canonical page: https://altss.com/profile/phelps-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology