Amanda Phillips, CFP®, CAP®, CWS®, CKA®
Private Wealth Advisor
Indianapolis, IN
Connect With Me
Services Offered
Amanda Phillips is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves clients from our office in Indianapolis, Indiana.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Amanda uses her objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. Her goal is to help those she serves have the clarity and confidence to focus on the things that matter most to them. Amanda and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.
Prior to her role as a private wealth advisor, Amanda worked in the company’s private wealth division as a senior financial planner. Before joining the company, Amanda served as a Client Service Manager with Oxford Financial Group, Ltd. where she worked closely with clients to meet their financial planning needs and assisted with implementing both planning and investment recommendations. While there, she also worked with ultra-high-net-worth clients regarding the complexities of closely held businesses, generational wealth transfer, and private foundations.
Amanda graduated with distinction from Purdue University with a BS in financial counseling and planning.
Amanda is an active member of her local church where she volunteers her time as a small group leader and helps lead a Financial Foundations class offered by her church.
She and her husband, Adam, have three children and live in Brownsburg, Indiana, a suburb of Indianapolis.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.