Allan Phillips
CFP®
Tree Street Advisory, LLC
Founder and Financial Advisor
Allan Phillips
CFP®
Tree Street Advisory, LLC
Founder and Financial Advisor
My focus is to help you align your money decisions with what matters most to you. As a fee-only financial planner, I'm able to do this without the inherent conflict in product and commission advisory models. - Allan Phillips, CFP®
Objective financial guidance for physicians and e-commerce business owners
Allan Phillips is a Franklin, TN fee-only financial advisor serving clients locally and across the country. Tree Street Advisory, LLC provides comprehensive financial planning to help families, physicians and e-commerce entrepreneurs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Allan Phillips is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a financial advisor who has worked in both corporate and independent firms, Allan Phillips quickly became disillusioned with the state of the industry and the incentives for advisors to sell their clients products they simply don’t need. This is why he founded Tree Street Advisory.
Most people assume that working as a physician or owning your own business is a cakewalk, but we know you pay a high price to do what you do. Allan’s father worked as a dentist, so he understands just how much medical professionals and business owners put into their careers, often working incredibly long hours and sacrificing precious time with family.
Allan's mission is to provide working physicians and e-commerce business owners with sound financial advice to help them optimize their business and personal finances. In addition to providing a holistic approach to financial planning, Allan aspires to build long-lasting, trusting relationships with his clients.
Before founding Tree Street Advisory, Allan worked in the insurance industry for over ten years. He brings his expertise in insurance to Tree Street, offering his clients unique insights into determining their insurance and protection needs. After he left insurance, Allan worked at Bank of America Merrill Lynch as a financial advisor in the bank channel. He then left the corporate world for an independent advisory firm, where he planned his next moves in the finance industry and worked on finding the best ways to serve his clients.
Allan graduated from Vanderbilt University with a Bachelor of Arts in Communication. He now holds the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. Allan is a proud member of The National Association of Personal Financial Advisors (NAPFA) and XY Planning Network.
When he’s not working, Allan enjoys spending time with his wife and three kids. He is heavily involved in his children’s Scout groups, of which all three kids are members—including his daughter! Although he’s given up his dream of being a rock star, Allan still enjoys writing and performing music whenever he has the chance.
Allan Phillips is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
There are people out there who just want your money. We help you avoid them.
We protect hardworking professionals from not-so-respectable people who want to take advantage of them. When you work in an industry like healthcare or e-commerce, you’re expected to make a lot of money. And when you make a lot of money, you show up on the radars of people who want to use your money to make a buck or two themselves.
You work hard, so we know you get excited about alternative ways to make more money without having to put in extra hours. When you’re approached with investment opportunities, together we will evaluate your options to help filter out bad deals to ensure you’re only making smart decisions that align with your goals. Our biggest priority is to make sure that you and your family are protected from shady, but perhaps well-disguised, deals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- E-commerce Business Owners
- Physicians
- Business Owners and Executives
- Growing Families
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Allan Phillips is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Allan Phillips is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Allan Phillips is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Tree Street Advisory, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Allan Phillips is Quoted in MD News: "First Employment Contracts Need Thorough Vetting"
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Allan Phillips is Quoted in the Wall Street Journal Partner Charting Change: "Spending Wisely in Med School Can Pay Off Down the Road"
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Allan Phillips is a Contributor and Financial Resource to the American Medical Association
Contact Allan Phillips
Office Locations:
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3166 Tristan Drive
Franklin, TN 37064
