LinkedIn profile

Clayton Phillips

Advisor, CFP®

What Makes Me Human

Clayton is Lead Advisor and Certified Financial Planner. He began his career upon graduating from Washington State University with a degree in Finance, assisting a one-person advisory firm serving a small community in Washington State, and then moved to a large Portland wealth management firm building comprehensive financial plans. He now serves Human Investing clients by helping them meet their financial goals in simplifying, automating, and optimizing all aspects of their financial life. Clayton, his wife Amy, and newborn son Conrad have a long-term investment strategy: they don’t foresee needing income from their investments for decades, so they can afford to invest for growth, using a diversified allocation of low-cost stock index funds, without being concerned about market fluctuations and headline hype in the interim.