Next Phase Advisors

Overview

Next Phase Advisors is an independent, individual-owned RIA focused on providing financial planning and portfolio management to individuals, families and small business owners. The firm charges either a percentage of assets under management or fixed fees and lists financial planning and discretionary portfolio management as its core advisory activities. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator to external fund managers. The firm maintains an industry relationship with an insurance company, which aligns with its use of annuities in client solutions. The business appears geared toward traditional wealth-management relationships rather than institutional consulting or large-scale alternative-fund placement.

Assets & Accounts

Public Holdings

Investments & Alternatives