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Mike Phebus, Financial Advisor

FINANCIAL ADVISOR
Mike Phebus

46 N Broadway St, Lebanon, OH 45036opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

About Mike

"What's important to you?" This is the question that begins every relationship I form with my clients. The answer to this question is where our journey together begins, and where we work as partners to help build your dreams into your reality.

As a child, my family had a World Book encyclopedia set. I loved every volume. Each was a letter of the alphabet. I would go to the bookshelf and randomly grab a volume (the A, or the T, etc.), and just start reading. Understanding the world around me has always driven me.

It fueled my over 20-year career as...

Work History

  • Edward JonesJune 2019 to Current

Education

  • Univ of San FranciscoJuris Doctor
  • Emory UniversityBachelor of Arts

Team Members

  • Debbie Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(513) 934-1727

Fax

(877) 598-8803

Office Address

46 N Broadway St
Lebanon, OH 45036opens in a new window

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