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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Indianapolis - E 96th St

Bob Phillips

CFP®, CPA, CFA®

Senior Wealth Advisor

600 E 96th St, Suite 130
Indianapolis, IN 46240

Bob Phillips

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Bob Phillips

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CPA – Certified Public Accountant
  • CFA® – Chartered Financial Analyst®

About Bob

Prior to joining Focus Partners Wealth, Bob co-founded Spectrum Wealth Management in 1995 and has devoted his career to acquiring the wisdom necessary to serve as a valuable resource and advocate for his clients.

Bob is integral to our team by providing a distinct perspective based on his in-depth knowledge of areas like tax, investing, and financial planning.

Education and Professional Milestones

- Ball State University - bachelor's degree in accounting

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