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Phillips Financial - Employee Benefits

The company uses a proactive, analytics-driven strategy to support employee wellbeing and help manage expenses.

Financial Services
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Headquarters
Fort Wayne, Indiana, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
40 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Phillips Financial - Employee Benefits do?

The company states that traditional brokering alone does not lower costs or build a stronger workforce. Services related to employer-sponsored retirement plans are provided through Phillips Financial Management, LLC, doing business as Phillips Financial, an SEC-registered investment adviser.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Plan cost reporting

The company offers transparent, easy-to-understand plan cost reporting.

Source: LinkedIn company description · Retrieved October 13, 2026

Benefits communication

The company provides benefits communication made simple for employees.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWPhillips Financial - Employee Benefits listed #2 on Asset management companies for estates, September 29, 2026Open the published source list.
Phillips Financial - Employee Benefits

#2 Asset management companies for estates

Snapshot: September 29, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026 and September 29, 2026. How the company lists are built.

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