Our profile

Financial advice built on long-term trust

At Vantage Point Financial Planning, we believe that sound financial advice is about more than just numbers on a balance sheet; it’s about how you feel when you walk out of our doors. Whether you are a small business owner navigating complex 401(k) options or a widow seeking a steady hand during a life transition, our goal is to move past transactional service and toward a deep, relationship-driven partnership.

We understand that true wealth management requires a mentor who listens first.

From our offices in Oneida, Knoxville, and Somerset, KY, we provide a grounded, plain-spoken approach to financial planning. We don't just manage portfolios; we help protect the people and the communities we serve. Our team is dedicated to ensuring that every client feels heard, supported, and more confident in their path forward.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance

Awards & recognition

  • Vantage Point Financial Planning, Forbes Best-in-State Wealth Management Teams, 2024-2026
  • Vantage Point Financial Planning, Ameriprise Client Experience Award, 2020-2024
  • Phillip Jones, Forbes Best-in-State Wealth Advisors, 2022-2026

Community participation

2018 Ameriprise Community Impact Award Winner Phillips Jones Wealth Management
2018 Ameriprise Community Impact Award Winner Phillips Jones Wealth Management

Phillips Jones Wealth Management received the 2018 Ameriprise Community Impact Award for our team’s volunteerism with the Scott County Imagination Library program and ongoing commitment to giving back.

Phillips Jones Wealth Management was selected because of their ongoing commitment to this project both financially and administratively by donating money and time each year to send books to eligible children from birth to age 5.

In recognition, Ameriprise awarded $2,500 to the Scott County Imagination Library program.

Strengthening our communities is an important part of the Ameriprise culture and values.

A local team for your lifelong goals

Proximity and presence: We are more than a financial service; we’re your neighbors. Being local means we are here for every milestone, in person and in stride.

Enduring commitment: Lifelong goals require a marathon mindset. We provide the steady, long-term support needed as you work toward the future you envision.

A foundation of trust: Roots matter. We build our reputation on integrity and transparency, providing support you can rely on throughout your financial journey.

Tailored growth: We don't believe in one‑size‑fits‑all. We align our experience and resources with your unique journey to help you pursue the legacy you envision.

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