# Phillips Wealth Planners

Phillips Wealth Planners is a Bank / Wealth / Trust based in Starkville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Starkville, United States
- **Region:** North America
- **Address:** Starkville, MS, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** phillipswealthplanners.com
- **LinkedIn:** https://www.linkedin.com/company/phillipswealthpartners

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1982 and headquartered in Starkville, Mississippi, Phillips Wealth Partners is a regional wealth management firm serving individuals, high-net-worth families, trusts, estates, and businesses. The firm offers financial planning, portfolio management, and broader wealth advisory services. Its client base spans individuals, families, trusts, estates, and small businesses. The advisory posture appears oriented toward comprehensive household balance-sheet management rather than single-product distribution. Without public reporting on assets under management, the firm's scale remains opaque, though its longevity in the Starkville market implies a stable, if modest, book of recurring client relationships. The Starkville location places the firm within the Golden Triangle region of Mississippi, an area anchored by Mississippi State University and a diversified base of manufacturing, healthcare, and agricultural employers. This creates a natural constituency of university-affiliated professionals, business owners, and multi-generational landholding families. The firm does not disclose team size or named investment personnel in public filings. Phillips Wealth Partners operates as an independent advisory practice without obvious ties to a larger consolidator platform, bank holding company, or national wealth management aggregator. That independence — maintained over forty-plus years in a small Southern market — is its clearest structural differentiator, allowing discretion in manager selection and flexibility in client service that corporate-owned competitors may lack.

## Questions

### Does Phillips Wealth Partners manage institutional capital?

There is no public evidence that the firm manages institutional separate accounts, pension assets, or endowment capital. Its disclosed client categories — individuals, families, trusts, estates, and businesses — suggest a retail and high-net-worth private-client practice.

## Related profiles

- [Phillip James Financial](https://altss.com/profile/phillip-james-financial)
- [Phoenix Group](https://altss.com/profile/phoenix-group)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/phillips-wealth-partners

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