Finances are personal. 

Shouldn’t your relationship with your financial 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. 

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.

FIDUCIARY OATH

We beleive in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:

We will always put our clients’ best interests first.

We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.

We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.

We will avoid conflicts of interest. 

We will fully disclose and fairly manage, in our clients; favor, any unavoidable conflicts.

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.

BINGE 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.

IT’S A GREAT DAY TO PLAN