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


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Careful time and consideration of your wealth management needs


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


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




> Click here to meet the individuals on our team of professionals
2024 Forbes Best-In-State team

Rated by Forbes/SHOOK as a

2024 Best-in-State Wealth Management Team.

With over 140 years if combined experience in the financial services industry, we are a team of 4 investment professionals and three 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 to the intricacies so that you can gain confidence in your personalized investment plan.


2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.