Founded for YOU!
Our belief is that everyone deserves quality, affordable and disciplined advice regardless of their socioeconomic status. Our goal is to make a meaningful impact in your life every day and in return be the first call you make when advice and guidance is needed. Welcome to Phoenix, where you and your best interests are always first.
Who We Serve
- Individual and Family Wealth Management 60%
- Small Business Asset Management 25%
- Employer Sponsored Retirement Plans 15%
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Client Satisfaction Goal
David M. Bonnichsen, Founder and President
M.B.A., Finance & International Business, Loyola University Maryland
B. Chemical Engineering, Georgia Institute of Technology
Who are we?
Phoenix Financial Engineering is a Registered Investment Advisor in the state of Maryland. We are fiduciaries and are bound by law to serve the best interests of our clients. Our Investment Advisor Representatives are licensed professionals who provide detailed, goals-based financial and investment planning services in alignment with how our clients feel about investing. We strive to provide concierge-level services to our clients such that when a need for advice arises we will be the first call they make. Quite simply, Phoenix Financial Engineering is about YOU!
What do we do?
Our client focused firm provides risk and goals based financial engineering and investment services that are solely in our clients’ best interests. Our tiered service platform covers the spectrum of planning needs from general market advice, budgeting, portfolio risk analysis, retirement advice, and college planning to more complicated estate planning analyses. Our turnkey, premium investment management platform provides direct asset management for our clients in a manner consistent with their individual risk and goals based needs. We work alongside a strong network of legal and tax professionals who provide concierge-level service for our clients in a manner consistent with our client service model.
How do we do it?
D3: Discover. Design. Deploy. Our firm developed D3 planning process utilizes advanced quantitative analysis to Discover how our clients feel about investing and to evaluate what goals they have for their life. Only after this crucial conversation is complete can the Design phase of the financial engineering process begin. Our clients receive custom financial plans that align their investment personality with the level of goals-based risk needed to achieve highest probability of success for their goals. Together we Deploy the plan and investment strategy and implement routine performance monitoring and periodic reviews to ensure forward alignment. This disciplined planning process emphasizes long term ownership and brings an element of peace of mind for our clients’ financial future.