Our Story: Building Financial Futures
Pillar Financial Services was founded on Phillip’s passion for making a lasting difference in people’s lives through personalized financial planning and wealth management. With over 15 years of experience as a qualified financial advisor, Phillip recognizes that traditional advice often misses the personal connection clients need to feel confident about their future. That’s why he built a firm centered on long-term relationships and customized strategies, helping clients not only manage their wealth but also prepare for life’s milestones and pursue their dreams. At Pillar Financial Services, every plan is designed with your unique story in mind, from day-to-day financial decisions to big-picture goals like retirement planning.
J. Phillip Passey, AAMS®
Owner | Financial Advisor
phillip.passey@passeypillarfinancial.com
Kristin Burdier
Client Services Manager
kristin.burdier@passeypillarfinancial.com
The Power of 3
Our comprehensive resources allow us to deliver personal service backed by powerful resources, giving you the confidence of knowing your financial future is supported by both dedicated guidance and industry-leading strength.
Good Life Companies
Good Life provides the support we need behind the scenes, including investment management, insurance solutions, marketing, administration, and compliance, so we can stay focused on providing you with the best possible advice and service. For more information, visit www.goodlifeco.com.
LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.