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Philip Detlefs, Investment Adviser Representative

Investment Adviser Representative, Investment Management Group

Phone: 877.731.9955

Philip Detlefs is an Investment Adviser Representative with Investment Management Group in Jacksonville, Fla. He joined the independent, family-owned firm in 2001. Philip has passed the Series 7, 63 and 66 securities exams and is a licensed insurance professional. He takes a comprehensive approach to wealth management. He received his bachelor's degree in finance and marketing from Florida State University. He is married and has three children, Olivia, Harry and Hutch.

Latest Features

Building Wealth
December 2018

An All-Too-Common Investment Mistake

Investors can get wrapped up in comparing their portfolio's performance to the wrong measures of success, but giving too much weight to arbitrary benchmarks can steer them into making some risky moves.

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Building Wealth
February 2018

Investors: Don't Let FOMO Put Your Retirement at Risk

When stocks take investors on a roller-coaster ride, the urge to do something grows, because you certainly don't want to miss out. What you should be doing is taking a close look at how much risk you're taking.

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Building Wealth
September 2017

3 Key Goals for Building a Retirement Income Plan

Building a secure income plan — including an investing strategy and a withdrawal strategy — is easier if you identify your main objectives first.

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Building Wealth
August 2017

What You Don’t Know About Risk Could Disrupt Your Retirement

There comes a point when assuming additional risk doesn’t mean additional benefits.

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