Phoenix Wealth Advisors Inc.

Who works here

• AF
  Allison Marie Fry
• EJ
  Emma Elizabeth Jackson
• GL
  Georgios Livanos
• KW
  Kelly A Ward
• MR
  Mark Joseph Rhoades
• MJ
  Michael Donovan Jackson
• MN
  Michele Suzanne Nettesheim

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Phoenix Wealth Advisors Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

118412