welcome to Phalanx Advisors…
Phalanx Advisors is an independent financial planning firm helping families and businesses coordinate the diverse elements of their economic planning. Working with your existing advisors or introducing you to trusted partners, we assemble a team of experts — investment, insurance, tax, legal and lending — to help you achieve your financial goals.
Good defense is as important as good offense, so we pay equal attention to both sides of your balance sheet. We are a Registered Investment Advisor and a full service Insurance Agency, helping you invest for the good things you hope will happen and establish security plans for the worst.