Finances are personal. Shouldn’t your relationship with your advisor be personal, too?

You are not a spreadsheet. You are not stocks, bonds, or insurance products. You are a person with needs, wants and fears when it comes to your money. We’re here to empower you to make amazing long-term financial decisions to truly improve and impact your life.

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Trevor Phibbs

Founder and CEO

Hi, I’m Trevor! I’m happy you’re here. Truthfully, I really don’t enjoy talking about myself, as I’ve always been more interested in hearing other people’s stories rather than telling mine. 

So, when I do speak about myself, I always highlight my family, because that is truly who I am. 

At my core, I’m a husband, father, and son. Family is everything to me, which is why we are a family-owned and operated business. 

That’s by design. It’s extremely important that my family is involved in every aspect of my life.

Phibbs Financial is also my legacy. I want to leave behind something my sons, Hudson and Beckett, can be proud of, something they can smile about one day knowing their “old man” did something impactful for many people. 

Along with my wife, Kayla, our vision for the company is that our clients feel that family atmosphere, too. 

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Our number one priority is they know they’re important to us personally and that our relationship with them is far more valuable than simply the sum of their assets. Our clients deserve a partner to walk hand-in-hand with them through the best years of their lives. 

Considering you’re reading this right now, there is a high likelihood that you’re looking to potentially make some changes. 

I think the core responsibility of any financial advisor is to help you squeeze the most out of your life as possible. The most effective way I’ve discovered at helping our clients is by first asking them: What motivates you?

Once we understand you, as a person, we can craft a plan specifically designed to help make achieving your goals more obtainable.


We understand you and your needs because we share many of them, too. 

We take pride in being a family-owned, family-operated business that helps clients of all asset levels on their retirement journey. We are passionate about developing long-term relationships and standing beside you through the many changes that life inevitably holds for us all. 

Reduce Financial Anxiety

We want to empower our clients to enjoy life by knowing how much they can spend on their priorities without sacrificing their long-term financial independence. 

Prioritizing Efficiency 

Time is our only non-renewable resource. Our priority is to always be conscious of that fact so we can design our services and communication methods accordingly. 

Available CFO

Our clients are the CEO of their retirement journey. We are here to serve as their CFO to help them make sound financial decisions whenever they have questions. 

Excellence is the Standard

We value genuine human interactions and believe in prompt responses and relentless follow-through to ensure necessary actions are brought to completion. 

Keeping it Simple

We boil down information in an easy-to-understand format so you can relax knowing not only where your money is, but most importantly, what it’s designed to accomplish. 

Knowledge is Power

We strongly believe financial success is a derivative of logic and sound advice. We serve as an advocate for our clients to help them take rationale action based in evidence and education. 


Diversified… like your investments.

Here’s the truth: I actually love financial planning, specifically working with retirees. Not only is it my career, it is also my passion. However, there is so much more to me than money management.

Football Fanatic

I’m obsessed with football. I love everything about the sport, especially following my alma mater, the University of Utah. When the Utes and/or Chiefs are playing, they have my undivided attention.

Wannabe Chef

I won’t be cooking for Gordan Ramsay on MasterChef anytime soon, but I sure do love to prepare meals for my family. I particularly enjoy using my Traeger Grill to smoke everything from BBQ to beef jerky. ​

Double-Bogey Golfer

I truly enjoy golfing. As an occasional weekend warrior, I’m a double bogey machine. That doesn’t stop me from enjoying the beauty of the game when I have the opportunity to get out and play. ​

Series Watcher

Some of my all-time favorite shows are The Sopranos, Breaking Bad, Game of Thrones, Yellowstone, Mad Men, Seinfeld, Modern Family, and Survivor. I’m not ashamed to admit I also have a guilty pleasure of watching shows on Bravo.​

Ready to take the next step?

Don’t wait another day to plan your journey of a lifetime. Get started now.