Rick Phillips

Rick Phillips is the Managing Partner at Phillips Financial Management, LLC, based in Fort Wayne, Indiana, where he has been a key leader since 1981. In his current capacity, Rick primarily focuses on asset management and advanced financial planning for a diverse client base, including individuals, families, business owners, and nonprofit organizations. He also serves as the firm's mentoring partner, guiding both clients and colleagues in crafting strategic, long-term investment solutions aligned with tailored planning objectives.

Throughout his notable career, Rick has developed deep expertise in comprehensive wealth management, retirement planning, risk management, and employee benefits advisory. His asset management approach integrates a variety of asset classes to meet client-specific financial objectives, leveraging Phillips Financial's proprietary SMART system to create and monitor customized investment portfolios. Rick is also actively involved in the leadership and oversight of numerous nonprofit investment committees across sectors ranging from the arts to public health and conservation.

Rick holds a Bachelor of Arts in English Literature from DePauw University and maintains the Certified Financial Planner™ (CFP®) designation. Recognized for his commitment to community service in the Fort Wayne region, he has contributed as a board chair and volunteer for multiple organizations including the Fort Wayne Parks Foundation and The Nature Conservancy. Rick’s dedication to both professional excellence and civic engagement distinguishes his career in the investment advisory and financial planning sectors.