Phil A. Younker & Associates

We partner with you to shorten the distance between today’s financial goals and tomorrows financial success .

Investment Management

Custom portfolios based on your goals and risk tolerance.

Independent Advice

Our approach is comprehensive and built for you.


Peace of mind with a purposeful distribution strategy.

Contact Us

We are here to help.

Please see our Relationship Summary (Form CRS) for important information relating to our fees and services.

As a fiduciary, we provide independent, unbiased advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical stance in our industry.  Building strong relationships with clients and community is our priority.

Our Company

Wealth Management built for you.

We are a wealth management boutique, with expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time.

Our Services

Get a complimentary investment review

We offer a complimentary "Get Acquainted" meeting to see if our services are right for you.

Our Partners