Who We Are

There is no substitute for experience.

2022 Team 1.PNG





With over 125 years of combined experience in the financial services industry, we are a team of five investment professionals and two client support associates working together to deliver comprehensive wealth planning to our clients. As wealth management needs become increasingly more complex and demanding, our goal is to shed light on the intricacies so that you can gain confidence in your personalized investment plan. 

When you work with Bezilla Kinney Phifer Wealth Management Group, we strive to provide:


blue diamond.png

Careful time and consideration of your wealth management needs


blue diamond.png

To be valued as a person beyond your financial picture
blue diamond.png
Lasting, meaningful, and multi-generational family relationships


blue diamond.png

Gaining confidence in your investment choices with our guidance
blue diamond.png
The highest quality of service, producing a plan tailored to you




> Click here to meet the individuals on our team of professionals