Amanda Phillips

Amanda Phillips, CFP®, CAP®, CWS®, CKA®

Private Wealth Advisor
Indianapolis, IN

Amanda Phillips is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients from our office in Indianapolis, Indiana.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Amanda uses her objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. Her goal is to help those she serves have the clarity and confidence to focus on the things that matter most to them. Amanda and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Prior to her role as a private wealth advisor, Amanda worked in the company’s private wealth division as a senior financial planner. Before joining the company, Amanda served as a Client Service Manager with Oxford Financial Group, Ltd. where she worked closely with clients to meet their financial planning needs and assisted with implementing both planning and investment recommendations. While there, she also worked with ultra-high-net-worth clients regarding the complexities of closely held businesses, generational wealth transfer, and private foundations.

Amanda graduated with distinction from Purdue University with a BS in financial counseling and planning.

Amanda is an active member of her local church where she volunteers her time as a small group leader and helps lead a Financial Foundations class offered by her church.

She and her husband, Adam, have three children and live in Brownsburg, Indiana, a suburb of Indianapolis.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE