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340 Raleigh Street, Holly Springs, NC 27540

(919) 341-2991
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Securing Your Future, One Pillar at a Time

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Who We Are

Who We Are

At Pillar Financial Services, we help investors pursue their goals with confidence through personalized, goal-based planning, and active account management. We carefully select client-facing technology to ensure your financial plan is easy to understand, follow, and track by you. By using clear, interactive tools and focusing on education and transparency, we empower you to make informed decisions — while being a reliable partner every step of the way.

Our Planning Pillars

Philip Passey and the Pillar Financial Services team believe your financial plan should feel as clear and confident as your goals. We’ve built our program on the 4 Pillars of Financial Planning:

Comprehensive Planning

Your life, your goals, your plan. We start by understanding what matters most to you, then tailor a goal-driven strategy that fits your needs at every stage.

Ongoing Adjustments

Financial planning isn't a one-time event. Life changes and your financial plan will evolve as your needs, goals, and yes, the markets, change.

Technology & Innovation

We leverage modern, intuitive tools to help you track your progress in real-time, bringing clarity and confidence to your financial journey.

Education & Empowerment

We don’t just give you a plan, we help you understand it. Through open conversations and educational resources, we give you the knowledge to make informed decisions.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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How We Help

How We Help

At Pillar Financial Services, financial planning is at the heart of everything we do. We make it simple by giving you one secure place to see all your accounts, using smart tools to find opportunities, and working closely with your tax professional so everything stays connected. Guided by values like Integrity, Accessibility, Empowerment, and Collaboration, we build every plan around your goals to help you feel confident, organized, and on track for the future.

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It is good to have money and the things that money can buy, but it's good too, to check up once in a while and make sure you haven't lost the things money can't buy.

— George Horace Lorimer

Our Process

The road to financial success starts with a strong foundation. We implement our 4 Pillars through a six-step process that helps us understand your needs, empower you through education, apply the latest technology, and provide regular reviews so your plan is high-quality and flexible as your needs evolve.

Sign Up For a Complimentary Initial Consultation

Clarity. Confidence. No Cost.

Schedule your complimentary 60-minute review. We’ll get to know your goals, walk through key strategies, and send you off with clear next steps.

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