Founded in 2016, Phoenix Financial Advisors, LLC is a small business consulting company that specializes in financing advice to established and startup businesses and those looking to expand or acquire. Phoenix Financial works directly with privately held and family-owned businesses structured as C Corporations, S Corporations, LLC’s, partnerships, and sole proprietorships. We provide business planning assistance and preparation of necessary financial reports to help clients obtain funding for company-specific projects.
In many business development projects, the client may only have a limited amount of time to meet with bankers. At Phoenix, we work for you by actively communicating and meeting with a variety of lending sources. Phoenix Financial has established strong relationships with bankers, community leaders, and community organizations through decades of working in the industry. We guide our clients transparently through the whole application process working with them to maximize resource utilization and efficiency depending on financing needs.
At Phoenix, we have over 50 years of banking and government lending experience, with a specific focus on small business funding. Our team has come together to provide their extensive levels of experience to those with a vision for their businesses. Our advisors work closely with our clients to ensure satisfaction and proper guidance to work toward the funding needed for our client’s ventures.
David, the founder of Phoenix Financial Advisors, LLC received his Bachelor's degree in Communication Arts from UW-Madison and his graduate MBA studies from UW-Milwaukee. David started his career at Marine Bank in 1976 where he stayed for over a decade in the commercial banking division. David continued his career in commercial banking for another 7 years and ultimately left to join Wisconsin Business Development Finance Corporation (WBD). David stayed at WBD for 20 years leading the Southeast Wisconsin effort to provide financial services for small to mid-market businesses and entrepreneurs.
Amna is a current student at the University of Wisconsin - Milwaukee; Lubar School of Business Administration pursuing a Bachelor in Finance and Information Technology.
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Monday - Friday: 9am - 5pm
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