We are proud to represent Alex. Brown in Boston. Alex. Brown celebrates a legacy of being the oldest investment bank in the country dating back to 1800 and the Philippi/Ryan team carries on that legacy by having multiple generations as part of the management team. These two efforts combine to provide a legacy for the clients we serve. We are mission focused, have a clear vision for the future, and are diligent about leaving behind a legacy.
OUR MISSION
At the Philippi/Ryan Group, our mission is to help you develop a plan to make you comfortable and confident about your financial future from our first meeting through the transition to the next generation.
OUR VISION
Our team is committed to earning and maintaining the trust and confidence of our clients. We are dedicated to providing a service and level of expertise that will allow our clients to sleep well at night! We have achieved this end by focusing on client needs, asking the hard questions, and leveraging our experience. Going forward, we must evolve with changes in technology, regulation, and political climate to provide premier advice in changing environments. By doing so, we will create a formula that can be scaled and replicated.
Our vision is to grow a premier planning and advisory business that clients will seek out because of our reputation for providing sound advice and guidance to a variety of clients. We must maintain a climate that allows clients to express their values, investment preferences, and philanthropic goals. Most importantly, we must ensure that our clients are always willing to bring us their most challenging scenarios.
Last, we must practice what we preach. This means tying together philanthropy with our work and leading by leading example as we emphasize volunteerism both at home and at work.
OUR LEGACY
Our legacy is to lead by example and instruction in helping our clients build strong financial futures for themselves and their communities. We will share this with the next generations as we build a sustainable practice that does important work and has fun doing it!
