Phillips and Company is a full-service wealth management firm, catering to business owners, chief executive officers and high-net-worth individuals. The firm, established in 1992, serves more than 10,000 clients throughout the United States and is one of Oregon s largest investment firms. It provides services that include conflict-free money management, individual stocks, tax-free municipal bonds, education planning, trust and estate planning, corporate 401(k) design and maintenance, employee stock option execution and cash management. The company provides a wide range of retirement plan services for both individuals and businesses that include several types of individual retirement accounts. Phillips and Company is located in Portland, Ore.