Does Phillips & Company have a blog?

Yes, Phillips & Company has a blog where they share insights and analysis on various financial topics. The blog covers a range of subjects, from market updates to financial planning tips.

How can clients access their accounts with Phillips & Company?

Clients can access their accounts through the Pershing client login on the Phillips & Company website. This secure portal allows clients to view their portfolio information and interact with their advisor.

Does Phillips & Company offer any client education or webinars?

Yes, Phillips & Company regularly hosts webinars to provide clients with updates and insights. They believe in educating their clients and helping them understand the various aspects of financial planning and investment management.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Phillips and Company

$1.8M revenue • 8 employees • 521 SW 11th Ave #200, Portland, OR, 97205, United States

Last Updated Feb 24, 2025

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Company Overview

Company Name

Phillips and Company

Address

521 SW 11th Ave #200, Portland, OR, 97205, United States

Website

phillipsandco.com

Phone

(503) 224-0858

Approx. Annual Revenue

$1.8M

Employees

Established

1994

Google Reviews

5.0 (1 review)

Google Business Category

Financial planner

About Phillips and Company

Phillips & Company is a financial services firm based in Portland, Oregon, United States. The company offers wealth management, 401(k) investing, and financial wellness services to individuals and families. Additionally, they provide advisory solutions for businesses, endowments, and other clients.

Business Profile

Read from the Phillips and Company website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 8/10 · Current copyright 2026; Complete service descriptions

Recent changes

What changed on the Phillips and Company website and Google listing, as detected by Coldlytics on each visit.

Oct 12, 2026
Estimated revenue band moved from $2.5M-5M to $1M-2.5M
Oct 12, 2026
Estimated headcount moved from 11-20 to 6-10 employees
Oct 12, 2026
Google Ads pixel installed
Oct 12, 2026
LinkedIn Insight tag removed
Google Tag Manager is present, so it may have moved into the container.
Oct 12, 2026
Meta (Facebook) ad pixel removed
Google Tag Manager is present, so it may have moved into the container.

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Frequently Asked Questions about Phillips and Company

Advertising Pixels

Google Ad Pixel

Technologies Used

Key Decision Makers

Patrick Phillips Real Estate Developer