Take the first step with a 30 minute consultation with one of our experienced advisors to identify goals, challenges, and timeframes unique to your financial situation.
Thanks to our specialized expertise we’ve had the privilege to collaborate with a diverse range of investors at various stages of their financial journey. Below are some common questions we encounter from our clients.
From our client-centric approach and independence to our commitment to personalized, unbiased advice, we operate with total allegiance to our clients.
Yes, we are a fee-only advisory firm. Our compensation comes solely from our clients, ensuring objectivity in our recommendations. If you wish to learn about our fees, you can schedule an appointment under the contact us tab or contact us directly below.
info@phyxiusfinancial.com
(312) 989-7009
Our approach to crafting personalized investment strategies is based on your financial goals, risk tolerance, and time horizon.
Regular reviews are crucial. We typically conduct reviews quarterly or as needed based on significant life events or market changes.
Yes, we are proud fiduciaries. This means we operate under a legal and ethical requirement that obliges us to act in the best interest of our clients. We must prioritize our clients’ financial interests above of our own, disclose any potential conflicts of interest, and provide transparent and honest advice. This standard aims to ensure that our clients receive objective and trustworthy financial guidance.
Absolutely. Tax planning is an integral part of our services. We work closely with tax professionals to optimize tax-efficient strategies for you.
Yes, we serve clients not only locally but nationwide. Our virtual capabilities ensure seamless communication.
We tailor our services to various needs. Our minimal investable assets is 250K but exceptions can be made based on specific situations. Call or email us to speak about your situation.
Communication is key. We offer regular updates, newsletters, as well as in-person, phone, or virtual meetings based on your preference.
Yes, we regularly host educational events and workshops locally to empower our clients with financial knowledge. We also offer educational webinars nationwide on a variety of topics! Stay tuned for upcoming events.
You don’t have to call us to learn more. Read our blog posts to find out about strategies we use, how you can reach your retirement goals and more.
We offer a complimentary call to learn more about your goals and answer any questions you have about our services.
Phyxius Financial Group, LLC
350 S Northwest Highway, Suite 300
Park Ridge, IL 60068
info@phyxiusfinancial.com
(312) 989-7009
