Overview
Personalized Financial Advising
At Wallace Financial Group, we are dedicated to helping you pursue your financial goals through personalized investment strategies tailored to your unique needs and risk tolerance. Our team of experienced advisors takes the time to understand your aspirations—whether it's planning for retirement, funding education, or building wealth—and we leverage our extensive market knowledge to create a diversified portfolio that aligns with your vision. With a focus on transparency, education, and proactive communication, we strive to empower you to make informed decisions and navigate the complexities of the investment landscape with confidence. We aim to take financial stress out of your life to allow you to focus on what you value the most. Let us partner with you on your financial journey, providing the support and expertise you need to work towards a prosperous future.
Learn About What We Can Do For You
Complimentary Portfolio Reviews
Complimentary Portfolio Reviews
Complimentary Portfolio Reviews
We offer complimentary portfolio reviews to help you assess your current investments and ensure they align with your financial goals. Take the first step toward financial confidence with a no-cost, no-obligation review today.
Investment Advising
Complimentary Portfolio Reviews
Complimentary Portfolio Reviews
We specialize in helping clients navigate today's volatile markets with personalized strategies. With expertise in risk management, investment diversification, and market analysis, we provide clear guidance to preserve and grow your wealth, even during uncertain times. With deep expertise in rollovers, we can also help you smoothly transition your retirement assets.
Insurance
Complimentary Portfolio Reviews
Insurance
We offer comprehensive insurance strategies to help protect your financial future. From life and health insurance to long-term care and disability coverage, we provide personalized options that fit your unique needs.
Our Team
Phillip C. Wallace
Phillip C. Wallace
Phillip C. Wallace
Founder (2004) & LPL Wealth Advisor, AAMS
Debbie E. Hodges
Phillip C. Wallace
Debbie E. Hodges
LPL Registered Sales Associate