The retirement you've earned

It all begins with a plan

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Sailing splash

Michael K. Phillips

Vice President–Wealth Management

Michael is an experienced financial advisor who works closely with his clients to develop a deep understanding of what they need and want.  He takes the time to learn about their families, their businesses and their goals for the future.  Michael has worked with multiple generations of families to help guide them through various economic conditions and life events. He has a bachelor's degree in Economics from St. Mary's College and been sharing his knowledge, advice and wisdom with clients since 1994.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • KY
  • MD
  • MN
  • NV
  • NY
  • SC
  • TX
  • UT
  • VA

Education

  • B.A., Economics, St. Mary's College of Maryland

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Legacy planning
Business succession
Investing
3 Park Place
Suite 300
Annapolis, MD 21401
  • (410) 576-3268

Email Me

Focus

Michael is an experienced financial advisor assisting corporate executives, business owners, and their families in achieving their financial goals. With a deep understanding of the complexities of wealth management, he provides strategic guidance tailored to each client's unique needs and objectives.

Focus on liquidity management

Tree

UBS and Credit Suisse—stronger than ever

Retirement Couple

Retirement readiness

Multicultural

Invest to advance

Let’s build the future of multicultural wealth. Together.

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

Global leader

UBS is a world-leading wealth manager

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

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