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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's What We Do

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At First Neighbor Investments, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Meet Our Team

David Phipps

David Phipps, MBA

LPL Investment Advisor Representative

217-234-9700

217-234-9709

Kelly Purvis

Kelly Purvis

LPL Registered Sales Assistsant

217-234-9700

217-234-9709

Renee Servis

Renee Servis, CPA

LPL Investment Adviser Representative

217-932-4048

217-932-4745

Schedule a No-Obligation Meeting or Call

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