Phillip James Private Client
3675 Plymouth Blvd #110
Plymouth, MN 55446
Tel. 763 432 0852
Asset Minimum - To be apart of our private client services we must manage a minimum of $2,000,000.
Phillip James Private Client Services is a multi-family office provided by Phillip James Financial, an Independent, Fee-Only advisory practice.
The firm was founded by a CPA and CFA and because of their multi-discipline in financial planning, investments, taxes, and accounting they provide a truly unique service offering that integrates all aspects of your financial life.
You’ll have access to our full range of services and your customized plan will be tailored to you and your family’s financial goals. Learn more about our services below.