ABOUT US
Why Choose Phoenix Rising?
Phoenix Rising Wealth Management distinguishes itself as a fee-only fiduciary. We do not accept compensation, commissions, fee splits, or any other financial incentives from non-affiliated companies.
But what does this mean for you?
As a fiduciary, any advice we provide is solely in your best interests, not for our own financial gain. We are committed to creating a tailored plan for you, aligned with your objectives, strategy, values, and risk tolerance.
Four Pillars
- Duty of Care: A fiduciary must make decisions with the utmost care and diligence, considering all relevant factors, and act prudently.
- Duty of Loyalty: A fiduciary must prioritize the beneficiary’s interests over their own. They should avoid conflicts of interest and not seek personal gain at the beneficiary’s expense.
- Duty of Good Faith: A fiduciary must act honestly and with integrity, making decisions that they believe are in the beneficiary’s best interest.
- Duty of Confidentiality: Fiduciaries must keep sensitive information confidential and only use it for the benefit of the beneficiary.
Meet Your Expert
I have been serving my clients as a financial advisor since 2007. Having graduated from Ouachita Baptist University in 1999 with an accounting degree, I previously worked in both the public and private sectors until I found my true calling in financial advising.
With nearly two decades of experience, I’m well-equipped to help with budgeting, investment, retirement preparation, estate planning, and much more. Also, as a CDFA® practitioner or Certified Divorce Financial Analyst® practitioner, I’m able to help clients navigate the intersection of legal and financial matters during divorce, helping both the client and attorney understand the financial impact of legal strategies.
I’m passionate about helping and guiding others, and financial advising enables me to do just that. I love all my clients, and building relationships with them not only blesses me but also enables me to more effectively manage their investments and assist them in reaching their financial goals.
On a personal note, I have been married to my husband, Shane, since 1996, and we have five children. We are active in our church and community and enjoy traveling, but despite our busy lives, you will find me nearly every evening enjoying a good book with my dogs on my lap!
It would be my privilege to guide you along the path to attaining security and stability with your financial future! Give me a call today to see how I can help you!
Katrina Robertson
Founder
The Phoenix Rising Promise
Competence and Expertise: I deeply understand financial advising and am continually adjusting to the changing industry environment.
Ethical Behavior: Character and integirty are paramount.
Respect and Courtesy: People are treated with dignity, and diverse perspectives are valued.
Responsibility and Dependability: You can trust that we will consistently deliver quality work, keeping our word in the agreed-upon timeframe.
Work Ethic: Dedication, effort, and attention to detail characterize our client interactions.
Communication: Your advisor is available via text, phone, or email, with the response time no longer than the next business day.
Address
340 Ouachita Ave., Suite 2-E
Hot Springs, AR 71901
Phone
Disclaimer
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. View Form CRS. To check firm or individual backgrounds please go to Finra's Brokercheck.
Phoenix Rising is a DBA of Black Knight Wealth Management. (C) 2024 Black Knight Wealth Management
